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.
Requirements
- 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
- 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
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- 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