Market Intelligence & Data Analyst - Annuities

Symetra; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading financial services company is seeking a Market Intelligence and Data Analyst to analyze competitive trends and provide insights based on internal data. You will collaborate with cross-functional teams to present findings and develop tools for enhancing product strategies. Ideal candidates will possess strong data analysis skills, experience in financial services, and proficiency in PowerBI and SQL.

Benefits

Flexible full-time or hybrid telecommuting arrangements

401(k) plan with company matching

Paid time away including holidays

Community donation matching

Qualifications

• 2-5 years of experience in the annuity industry or financial services sector.
• Experience with market research and competitive intelligence.
• Some familiarity or interest in AI tools.

Responsibilities

• Gather, analyze, model, and present competitive intelligence data.
• Build complex spreadsheets for reporting and modeling.
• Identify areas of opportunity for strategic decision-making.

Skills

Market research

Data analysis

Trend identification

Excellent communication

Proficiency in PowerBI

Proficiency in Excel

SQL or similar tools

Education

High school diploma

College degree or equivalent experience

Tools

PowerBI

Excel

SQL

Job description

Symetra has an exciting opportunity to join our Annuity Product team as a Market Intelligence and Data Analyst!

About the role

As a Market Intelligence and Data Analyst, you will be responsible for the analysis, synthesizing and reporting of competitive developments and demographic trends in our internal annuity sales and product data. In addition, you will model and predict future state scenarios for the competitive landscape, our internal book of business and financial/risk profiles of our product's investment features.

What you will do

• Gather, analyze, model and present competitive intelligence data to senior management and other key stakeholders.


• Work in partnership with Product, Sales, Marketing, IT and Business Technology to collect inputs from competitive research data providers, customers, agents/advisors, distributors, and wholesalers


• Build complex spreadsheets for reporting & charting as well as for modeling competitive landscapes, predictive scenarios, financial simulations, risk analytics, etc.


• Build and maintain internal tools to share competitive intelligence (e.g., product rates & features, sales strategies, market position, commissions) and internal demographic trends.


• Gather, analyze, model and present Internal product, sales and demographic data.


• Synthesize a wide range of inputs to create data sets from which short, intermediate and long term trends are to be analyzed and strategic and tactical questions answered.


• Provide analytical and design support to the Product, Sales and Marketing teams to enhance product feasibility and development as well as sales and marketing ideas.


• Identify areas of opportunity for strategic decision-making based on comparing the competitive intelligence data sets and our internal demographic data sets.


• Design test models and programs and complete special projects as assigned.

Why work at Symetra

"If you want to work for a company that is always considering its employees while working towards sustainable growth this is that company. Within Symetra, there is always innovation, empowerment, and growth opportunities, all while providing us with a great work/life balance and incredible benefits for a very reasonable cost!" - Cindy G., Program Manager

"We're big enough to make an impact on the country, but small enough to care and know who you are and what you're contributing to the organization. All new ideas are welcome!" Stephanie F., VP Customer Service & Operations

"If you're looking for a place to call home, grow professionally and personally and most importantly, be yourself, Symetra is the right fit." - Daniel P., Senior Underwriter

What we offer you

We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

• Flexible full-time or hybrid telecommuting arrangements


• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%


• Paid time away including vacation and sick time, flex days and ten paid holidays


• Give back to your community and double your impact through our company matching


• Want more details? Check out our Symetra Benefits Overview

Compensation

$31.86 - $53.05 hourly plus eligibility for Company Annual Bonus

Who you are

• High school diploma required


• College degree or equivalent industry experience required


• 2-5 years of experience in the annuity industry / financial services sector.


• Market research and competitive intelligence experience, including data analysis, trend identification, and reporting.


• Some familiarity / interest in AI tools.


• Proficiency in PowerBI, Excel, and SQL or similar data analysis tools.


• Excellent communication skills with the ability to translate complex data into clear, actionable insights for business partners.

We empower inclusion

At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.

We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.

Creating a world where more people have access to financial freedom

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products-and operate our company-to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.

For more information about our careers visit: https://symetra.eightfold.ai/careers

Work Authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.

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Please review Symetra's Remote Network Minimum Requirements

As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:

• Minimum Internet Speed: 100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."


• Internet Type: Fiber, Cable (e.g., Comcast, Spectrum), or DSL.


• Not Permissible: Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.

When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above.