Sales Performance Analyst

Empire Life; Eastern Ontario; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a Sales Performance Analyst to join their hybrid team in Kingston. The ideal candidate will compile and analyze sales performance data and provide insights to support Sales Management decision-making. Required qualifications include over 3 years' experience in financial services and strong skills in Microsoft Excel and Power BI. This role offers a competitive salary and comprehensive benefits, emphasizing work-life balance and employee development.

Benefits

Competitive salaries with annual increases

Annual bonus program

Comprehensive benefits package

Flexible work arrangements

Four weeks annual vacation

Defined contribution pension plan

Employer-sponsored wellness programs

Qualifications

• 3+ years work experience in the insurance/financial services industry.
• Knowledge of sales production reporting requirements.
• Expertise in Microsoft Excel, Word, PowerPoint, and Power BI.

Responsibilities

• Compile, analyze, and publish sales performance reports.
• Support sales management bonus calculations.
• Coach and mentor team members.

Skills

Sales and performance analysis

Microsoft Excel

Power BI

Research and analysis

Logical thinking

Project management

Education

Completion of a university degree in business discipline

Tools

Microsoft PowerPoint

Microsoft Word

Job description

Sales Performance Analyst

(Location: Hybrid- Kingston, York Mills)

Empire Life is looking to hire a Sales Performance Analyst to join our team! The Sales Performance Analyst compiles, analyzes, and publishes sales and performance information from internal and external sources, as well as providing technical expertise in development, refinement, and use of end user performance reporting systems.

Why pursue this opportunity

1. The environment - we understand the importance of work-life balance and strive to provide a supportive work environment that allows our employees to achieve both personal and professional goals.


2. Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.


3. Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.


4. Hone your skills - this is an opportunity that allows for you to grow your technical, and functional skills.

What you’ll be working on

• Obtain, analyze and publish key production information required by Senior Management for key decision making


• Provides business area requirements and insights to IT for the sales credit reporting system, testing enhancements, and troubleshooting system


• Design and produce new sales performance related reports to ensure the effective use of reporting tools by the Distribution teams and Finance teams


• Design, maintain and implement sales related reports on Power BI as directed


• Compile, analyze, and publish key performance reports including sales, expenses, service and loads on a regular basis; collaborates with management to identify trends within the performance data


• Support the Retail Distribution organizations in territorial, regional and channel performance reporting, and in the development of end user computer reporting applications


• Collaborate with key stakeholders and team members to design, develop, test and use of the reporting system; provides input and recommendations regarding requirements; acts as a knowledgeable field resource regarding system design and the reasonability and value of system enhancements; provides field level accuracy testing; provide alerts of any information anomalies


• Support the calculation of sales management bonus by auditing monthly production extract files and responding to queries on production


• Support the monthly, quarterly and annual review of financial results


• Provides ad-hoc Retail business line performance reports and projects as assigned


• Coach and mentor team members; identify employee training and development needs; participate in the hiring and employment processes for team members; assist in setting employee goals and objectives and managing employee performance


• Compile and submit quarterly reports on Life, Critical Illness, and Investment sales data to LIMRA (Life Insurance Market Research Association), Investor Economics or any other Industry publishers; contribute to other research organizations surveys as directed;

What we’re looking for you to have

• 3+ years work experience in the insurance/financial services industry supporting the administration or sales of individual insurance and wealth products is a strong asset


• Knowledge of Empire Life sales and distribution organization, with specific insights into sales production reporting requirements is a strong asset


• Very strong working knowledge of Microsoft Excel, Word, Powerpoint , Power BI


• Completion of a university degree, business discipline or equivalent work experience


• Ability to conduct research, investigate, analyze


• Ability to think logically, develop and propose solutions


• Ability to use current business software and learn new technology


• Ability to prioritize and balance multiple tasks or projects

Beyond the salary

For permanent full-time positions, Empire Life offers a comprehensive total rewards package that includes:

• Competitive salaries with annual pay increases


• Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions


• Competitive uncapped commission, for sales positions


• A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account


• Flexible work arrangements and an annual allotment of personal health days.


• Four weeks annual vacation from hire date


• A defined contribution pension plan with generous employer matching


• Top up programs for parental leave and compassionate leave


• Employer-sponsored wellness and recognition programs


• A cash employee referral program

To learn more about working at Empire Life, visit https://www.empire.ca/workatempire.

Get to know us

Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact [e-mail].