Strategic Decision Support Analyst

Job Title

Provide key data analytics support to Transamerica Advice Center (TAC) sales managers, business leaders, and other stakeholders within asset retention, asset consolidation, life insurance sales, sales support, relationship management, business development, and process design.

Responsibilities

• Research and report on routine business questions (managed from stakeholder-aligned prioritization) including analysis of business workflows, products, and channels; make recommendations based on outcome of analysis to align with TAC strategy.
• Support directional decision making for the business with insights and analysis gained from utilization of tools, familiarity and navigability of data environments and relational properties, and business knowledge.
• Optimize existing tools processes, and opportunities within business initiatives.
• Share ad hoc research of business and data demands (managed from internal prioritization).
• Support lead distribution systems.
• Support internal partners, processes, and ad hoc requests from leadership as requested.

Qualifications

• Bachelor's degree in finance, accounting, data science or other quantitative field, or equivalent experience
• Knowledge of Salesforce (primary CRM system & database environment (SOQL))
• Knowledge of databases, data mining, and workflow systems (SQL, SOQL, Alteryx, Python, Java, HTML) and Excel
• Knowledge of systems and coding
• Knowledge of visualization systems (SSRS, Tableau) and visualization expression and socialization
• Analytical and critical thinking skills to make connections on data points
• Problem-solving and decision-making skills
• Organizational skills to meet deadlines
• Proficiency using MS Office tools

Preferred Qualifications

• Financial services industry or related experience

Working Conditions

• Office Environment

This job description is not a contract of employment nor for any specific job responsibilities. The company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica's Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.