Distribution Data Analyst

Advisors Excel

Advisors Excel is an innovative company focused on supporting independent financial advisors by enhancing their business operations, sales, and marketing. The role of Distribution Data Analyst exists to bolster their annuity marketing efforts, working in a dynamic environment to extract meaningful insights from data. Situated in Topeka, Kansas, this position demands a team-oriented individual ready to engage with complex datasets.

In this role you can expect to have the responsibilities:

• Analyze annuity policies within historical data.
• Identify client policies that require review and propose strategies.
• Coordinate with the data intelligence team across the company.
• Ensure smooth data project implementations by liaising with IT.
• Manage extensive data sets to identify patterns and insights.
• Support the vetting of technology vendors and related initiatives.

This role comes with the following benefits:

• Comprehensive medical, dental, and vision plans
• 401k with matching options
• Generous PTO starting from hire
• On-site amenities including café, gym, and healthcare
• Continuous development and recognition programs
• Participation in employee-sponsored events

This role requires you to have:

• Strong analytical and problem-solving skills
• Excellent communication and collaboration abilities
• Advanced knowledge of Microsoft Excel
• Project management skills with task prioritization
• Proficient in SQL
• Technological aptitude with quick learning capability

You would benefit from having:

• Experience in financial services
• Bachelor’s degree in relevant fields
• Proficiency with data analysis and reporting tools
• Familiarity with Salesforce, Power BI, and VBA

Advisors Excel is an Equal Employment Opportunity Employer, welcoming diversity and fostering an inclusive environment.