What are the responsibilities and job description for the Senior Sales Analyst position at Pacific Life?
Job Description
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.
We’re actively seeking a talented Senior Sales Analyst to join our Sales Intelligence Team in Newport Beach, CA or Omaha, NE. This role is hybrid, 4 days in office, 1 day remote.
As a Sales Reporting Consultant you’ll move Pacific Life, and your career, forward by working closely with internal sales desk and leaders to ensure appropriate KPIs are identified and tracked to uncover opportunities, determine efforts and successes, and provide the appropriate tools and insights for sales management to evaluate their teams on a timely and accurate basis. You will fill a role that sits on a team of nine people in the Consumer Markets Division. Your colleagues will include analytical and strategic professionals that provide data insights and reporting.
How You’ll Help Move Us Forward
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$137,610.00 - $168,190.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
EEO Statement
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.
We’re actively seeking a talented Senior Sales Analyst to join our Sales Intelligence Team in Newport Beach, CA or Omaha, NE. This role is hybrid, 4 days in office, 1 day remote.
As a Sales Reporting Consultant you’ll move Pacific Life, and your career, forward by working closely with internal sales desk and leaders to ensure appropriate KPIs are identified and tracked to uncover opportunities, determine efforts and successes, and provide the appropriate tools and insights for sales management to evaluate their teams on a timely and accurate basis. You will fill a role that sits on a team of nine people in the Consumer Markets Division. Your colleagues will include analytical and strategic professionals that provide data insights and reporting.
How You’ll Help Move Us Forward
- Building dashboards and reports that promote appropriate actions.
- Thinking strategically to bring out-of-the-box and innovative solutions to customer needs.
- Working closely with sales and sales leadership to intake requirements for reporting and delivering insights.
- Recommending data that drives growth in distribution.
- Intelligently deploying AI within reporting and analytics to help move distribution forward.
- BS Degree with 6-8 years relevant experience
- Advanced SQL skills
- A strong understanding of financial services sales desk operations and needs.
- Experience building reports and dashboards in modern visualization tools (Tableau, PowerBI, Sigma, CRMA, etc.)
- Extensive experience working with and presenting to Sales and Executive Management
- Metrics based story telling.
- CRMA (Salesforce) development experience.
- Master's degree in statistics, data science, analytics, or MBA.
- Prior experience on a sales desk is strongly preferred.
- Experience and / or interest in learning distribution and analytical tools, such as Calendly, AWS, Snowflake, Tableau, Alteryx, and CRMA.
- Experience with life insurance and annuity products.
- Experience with Cortex agents.
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$137,610.00 - $168,190.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
- Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
- Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
- Paid Parental Leave as well as an Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
EEO Statement
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Salary : $137,610 - $168,190