Senior Sales Analyst I

Pacific Asset Management, LLC; Newport Beach (CA); On-site; USD 113,000 - 139,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Wellbeing Reimbursement Account

Paid Time Off

Holiday Schedules

Financial Planning Time Off

Parental Leave

Adoption Assistance

401k with company match

Job summary

Pacific Life Insurance Company is seeking a Sales Analyst to join the Sales Intelligence Team in Newport Beach, CA or Omaha, NE. The role is hybrid (4 days in office, 1 day remote) and focuses on delivering actionable insights to sales partners and leadership.

You will build dashboards, collaborate with analytics professionals, and help advance distribution through data-driven decision making. Ideal candidates have a BS degree with 4–6 years of relevant experience and strong visualization skills.

Qualifications

• BS Degree with 4-6 years relevant experience.
• Intermediate SQL skills.
• An understanding of financial services, preferably insurance.
• Experience building reports and dashboards in modern visualization tools (Tableau, PowerBI, Sigma, CRMA, etc.)
• Experience manipulating data in Excel.
• Metrics based storytelling.

Responsibilities

• Building dashboards and reports that promote appropriate insights and actions.
• Thinking strategically to bring out-of-the-box and innovative solutions to customer needs.
• Working closely with Sr. Analysts, Sales and Sales Leadership to intake requirements for reporting and measuring success of delivered assets (dashboards, reports, visualizations, etc.).
• Modeling compensation plan adjustments to align plans with the goals of the business.
• Intelligently deploying AI within reporting and analytics to help move distribution forward.

Skills

SQL

Tableau

Power BI

Excel

Analytics

Education

BS Degree

Tools

Tableau

Power BI

Sigma

CRMA

Calendly

AWS

Snowflake

Alteryx

Cortex

Job description

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 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 Analyst you’ll move Pacific Life, and your career, forward by working closely with sales partners and leaders to uncover opportunities, determine successes, and provide the appropriate tools and insights for sales management and strategic accounts. 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 insights and actions.
• Thinking strategically to bring out-of-the-box and innovative solutions to customer needs.
• Working closely with Sr. Analysts, Sales and Sales Leadership to intake requirements for reporting and measuring success of delivered assets (dashboards, reports, visualizations, etc.).
• Modeling compensation plan adjustments to align plans with the goals of the business.
• Intelligently deploying AI within reporting and analytics to help move distribution forward.

The experience you bring

• BS Degree with 4-6 years relevant experience
• Intermediate SQL skills
• An understanding of financial services, preferably insurance.
• Experience building reports and dashboards in modern visualization tools (Tableau, PowerBI, Sigma, CRMA, etc.)
• Experience manipulating data in Excel.
• Metrics based story telling.

What makes you stand out

• Being a self-starter with a high desire to learn.
• Master's degree in statistics, data science, analytics, or MBA.
• Prior experience on a sales desk or in life insurance.
• 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 ability to works independently with minimal guidance.

Base Pay Range: 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. $113,490.00 - $138,710.00

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

You Can Be Who You Are 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.

Pacific Life is more than a job — it’s a career with purpose.

For nearly 160 years, we’ve helped people protect their financial futures through strength, stability, and innovation. Join us to make a meaningful impact and build a career where you can thrive. Learn more.

Pacific Life's success is driven by our people. We create, embrace and sustain an inclusive workplace where all employees are respected and supported throughout their career. Our values inspire and direct our actions shaping the vibrant culture we proudly uphold. Learn more.