Distribution Data Analyst

Advisors Excel - Topeka, KS

Full-time - Mid Level

Topeka, KS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Distribution Data Analyst will support the annuity marketing sales division by analyzing historical data related to annuity policies. This role focuses on helping advisors identify opportunities for client reviews and new strategies, requiring strong analytical skills and the ability to collaborate effectively with various teams. The position is based in Topeka, Kansas, and is exclusively on-site.

Responsibilities

• Analyze historical data within Advisors Excel, focusing on annuity policies.
• Help advisors identify client policies needing review and potential strategies.
• Collaborate with the data intelligence team across the company to coordinate efforts.
• Work with IT to ensure smooth implementation of data-related projects.
• Assist with complex projects that involve sorting through large amounts of data.
• Identify patterns, trends, and insights, and report on key data sets.
• Assist the Distribution Development Director in vetting technology vendors and other tech-related initiatives.

Requirements

• Strong analytical skills and problem-solving abilities with keen attention to detail.
• Excellent communication and collaboration skills.
• Advanced knowledge of Excel.
• Strong project management skills; ability to prioritize tasks and meet deadlines.
• Experience with SQL.
• Aptitude for technology with the ability to quickly learn.

Nice-to-haves

• Financial service experience with an understanding of related products.
• Bachelor's degree in business, computer science, data analytics, mathematics, or a related field.
• Experience with data analysis, reporting, and data visualization tools (e.g., Power BI).
• Familiarity with Salesforce, risk analyzer, Power BI, Power Automate, coding, and VBA.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k) matching
• Paid time off
• On-site gym