Prosperity Life is a fast-growing, privately held insurance company aiming to become a leading U.S. retail platform. The Sales Development Analyst will focus on sales reporting, forecasting, and performance analysis, transforming data into actionable insights to drive sales performance.
Responsibilities
- Own Sales Reporting & Performance Analysis
- Develop, maintain, and enhance sales dashboards and reporting to support distribution leadership
- Analyze sales performance to identify trends, risks, growth opportunities, and process inefficiencies across the organization
- Turn Data into Actionable Insights
- Translate complex datasets into clear, compelling business narratives that support strategic and tactical decision‑making
- Conduct deep‑dive root cause analysis on performance variances and data issues, recommending corrective actions
- Measure What Matters
- Define, measure, and continuously refine key performance indicators (KPIs) to ensure alignment with sales goals and business priorities
- Support target setting and sales forecasting through accurate, data‑driven analysis
- Deliver Competitive & Market Intelligence
- Conduct competitive intelligence analysis to support strategic positioning and improve market responsiveness
- Monitor external trends and performance benchmarks to inform sales strategy
- Optimize Processes & Automate Reporting
- Identify opportunities to streamline reporting, automate processes, and improve data reliability and efficiency
- Proactively validate data and identify gaps or inconsistencies in reporting
- Partner Cross‑Functionally
- Collaborate with Sales, Marketing, IT, Finance, and Operations to ensure consistency, accuracy, and standardization in reporting
- Support ad‑hoc strategic initiatives and contribute to broader sales operations optimization efforts
Skills
- Bachelor's degree in Business, Finance, Economics, Data Science, or related field
- Experience building executive-level dashboards and automated reporting solutions
- Familiarity with data warehousing concepts and ETL processes
- Exposure to sales operations, distribution analytics, or process improvement initiatives
- Analytical Rigor: Applies structured, quantitative thinking to analyze complex datasets and uncover meaningful insights
- Execution Excellence: Delivers accurate, high‑quality reporting and analysis while managing multiple priorities in a fast‑paced environment
- Data Storytelling: Translates data into clear, compelling narratives that influence strategic and operational decision‑making
- Technical Acumen: Leverages advanced reporting tools and systems such as Power BI, SQL, Excel, Tableau, etc. - to build scalable dashboards, automate processes, and improve data reliability
- Problem Solving: Digs into root causes, identifies inefficiencies, and recommends practical, data‑driven solutions
- Collaboration: Partners effectively with Sales, Marketing, Finance, IT, and Operations to drive alignment and consistency
- Adaptability: Thrives in a dynamic, growth‑oriented organization and adjusts quickly to evolving business needs
Benefits
- Comprehensive medical, dental, and vision coverage
- An HSA and 401(k) company match
- Paid time off
- Employer-paid life and disability insurance
Company Overview
Prosperity Life is an insurance agency that provides a wide range of life, health, property, and casualty insurance products and services. It was founded in 1916, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is https://prosperitylife.com.