Sales Financial Analyst

Sales Financial Analyst

Job Summary:

Americo is hiring a Sales Financial Analyst to join our Marketing division. This individual will analyze the quality of the business being submitted to Americo at the agent, agency, and IMO level. They will identify trends and patterns for both good and bad quality business. This can be related to, but not limited to, persistency, placement, mortality, and sales practices. They will also spend time taking a leading role in the analysis and development of plans to improve quality. These plans will be in coordination with the manager of sales quality, Account Executives, Actuarial, and Sales and Marketing leadership.

Essential Responsibilities:

• Continually review production, persistency, placement, mortality, contest and other metrics to identify agents, agencies and IMOS that are not selling Americo’s products in a way that are financially in line with Americo’s expectations. Also, identify agents, agencies and IMOS that are selling Americo’s products in a way that are above Americo’s expectations
• Create new reports and reporting metrics to identify agents, agencies, sales tactics, products and IMOs that are performing or not performing at the levels expected by Americo pricing
• Make impartial recommendations to sales and marketing team and executives on what needs to be done to improve overall business quality
• Assist with financial evaluation of new and on-going agent, agency and IMO contest.
• Assist with financial evaluation of special projects as needed(product, process, etc.)

Required Knowledge, Skills, and Abilities:

• Demonstrated knowledge of the life insurance and annuity industry
• Proficiency with MS Office to chart, analyze, and document processes and business requirements (such as Excel, Word, Visio, etc) 
• Strong leadership, facilitation, presentation skills
• Strong analytical, critical thinking, time management, and task management skills
• Ability to effectively communicate (both written and verbal) and build trusting relationships with associates at all levels of the organization

Americo: We’re in this for life!

The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!

What you’ll love about working at Americo:

• Compensation: You’ll feel valued with our competitive pay and robust bonus program that’s offered to all associates.

• Learning and development: We prepare you with a comprehensive, paid training program that will get you ready for success. Additionally, our Talent Development team creates a variety of development opportunities for associates at every stage of their careers.

• Work-life balance: We place true value on work-life balance with our generous paid time off; you begin accruing hours right off the bat every month and it increases with tenure. Americo also offers 11 paid company holidays! We also support new mothers with a generous maternity leave program, along with paid STD and LTD.

• Health and well-being: We commit to your health and well-being and are proud to offer comprehensive health and life insurance options including FSA or HSA accounts and subsidies to support your health and fitness goals through vendor partnerships at The Y, Orange Theory, WW, and more.

• Future planning: Americo offers a 401(k) with a company match, and we provide child care and education tax credits or savings options.

• Giving back: We support several local organizations like Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.

• The fun stuff: Americo participates in the Kansas City Corporate Challenge, and it’s a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors as a way for associates to step away from work and enjoy each other’s company.

• Bustling environment: Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance to your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered.