Sales Development Analyst

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