Position: Distribution Data Analyst
Location:
2950 SW McClure Rd
Topeka, KS
Job Id: 2146
# of Openings: 1
Position: Distribution Data Analyst Department: Annuity Marketing Reporting to: Distribution Development Director Location: Topeka, KS – Onsite
Overview: Are you passionate about problem-solving and ready to make an impact? We’re seeking a Distribution Data Analyst to support our annuity marketing sales division. In this role, you’ll dive into historical data, focusing mainly on annuity policies, to help advisors identify opportunities for client reviews and new strategies. We’re looking for motivated, self-driven individuals who enjoy digging into complex data sets and uncovering valuable insights. This role is situated in Topeka, Kansas, and it is exclusively an on-site arrangement. Moreover, please note that the company does not extend sponsorship opportunities.
What you’ll do:
- Analyze historical data within Advisors Excel, with a focus on annuity policies
- Help advisors identify client policies needing review and potential strategies
- Collaborate with data intelligence team across the company to coordinator efforts
- Collaborate with IT to ensure smooth implementation of data-related projects
- Assist with complex projects that include sorting through large amounts of data
- Identify patterns, trends, and insights and reporting on key data sets
- Assist Distribution Development Director on vetting technology vendors and other tech related initiatives
Experience you’ll bring:
- Strong analytical skills and problem-solving abilities with a 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 ability to quickly learn
Bonus Points:
- 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
What you’ll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events…and more!
Who We Are: Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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