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Full-time
bachelor degree
Holidays, Health Insurance, Paid Travel
Posted 28d ago
~40 hrs/week
Responsibilities
The role involves developing and delivering multi-variate sales reports and automating their delivery using Microsoft Power BI. The analyst will collaborate with IT and finance teams to ensure accurate reporting and provide monthly updates to the executive team.
Requirements
Candidates need 3-5 years of business analysis experience, preferably in sales analysis, and a bachelor's degree in business administration, statistics, or a related field. Proficiency in Microsoft Office 365 and Power BI is required.
Full job description
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their health and wealth so they can be ready for the good days ahead.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visitIntegrityMarketing.com.
PHP is a life insurance field marketing organization, founded in 2009 (phpagency.com). PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides a part-time or fulltime opportunities to individuals pursuing careers as life insurance agent. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate.
PHP’s headquarters office is in Addison, Texas (Dallas metroplex). The company was acquired in 2022 and is now a proud part of the Integrity Marketing Group family.
Job summary:
The Business Analyst – Sales & Distribution is responsible for developing and delivering multi-variate sales reports for the company. Reporting directly to the Vice President of Sales and Distribution, this individual will oversee the creation of daily, weekly and special reports while working with IT and finance teams on a regular basis.
Let’s talk about job responsibilities:
Evaluate, analyze, and create special sales reports and maintain systems to automate delivery of such reports to all appropriate parties.
Audit reports and communicate potential gaps, missing data or system errors. Predominantly with the use of Microsoft PowerBI.
Author report documentation anddeliver approved requirements to the IT and finance teams, respectfully collaborating to ensure reports are delivered by deadline dates.
Provide monthly reports to the executive team by pre-set deadlines. Set all reminders and triggers to ensure other departments begin any dependent activities on time.
Assist in planning and executing programs to deliver performance reports at major national conventions, regional meetings, and other company events, both virtual and live.
Your experience and skills:
3-5 years of business analysis experience (strong preference for sales analysis and sales programs) in a corporate setting.
Bachelor’s degree or equivalent work experience in business administration / statistics or related field.
Strong problem-solving skills and a proactive approach to promoting the company and brand.
Ability to work effectively in cross-functional teams and think creatively to find innovative solutions.
Proven track record in similar roles.
Excellent verbal and written communication skills (oral & written).
Strong listening skills and willingness to ask questions.
Detail-oriented, organized, and capable of multitasking.
Proficiency in Microsoft Office 365 including Microsoft Power BI.
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Related keywords
Business AnalysisSales & DistributionMicrosoft Power BIInsurtechLife InsuranceData AnalysisSales ReportingMicrosoft Office 365Financial ReportingData AuditingCorporate ReportingStatisticsBusiness Administration
Fastest growing financial services marketing company in America. We're bringing back life to the insurance industry.
Industry
Financial Services
Company size
51-200 employees
Founded
2009
Headquarters
Addison, TX
LinkedIn followers
37,838
Total funding
$12M
PHP Agency, an Integrity Marketing Group company, is a national financial services marketing company with a compelling two-part vision: change the culture and diversity of the insurance industry and build the world’s largest financial services marketing company in history. To realize this vision, PHP has partnered with some of the world’s leading insurance carriers to offer clients personally suitable life insurance and annuity products and; provide a part-time or full-time career opportunity to those wishing to pursue a career as life insurance agents. The company is privately held and headquartered in Dallas, TX. http://www.phpagency.com
Offices: 16650 Westgrove Drive, Suite 500, Addison, TX 75001, US
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