Sales Development Analyst (Hybrid)

Summary:

The Sales Development & Analytics Team at Prosperity Life Group is seeking a Sales Development Analyst to join our team.  This role will assist with building and maintaining annuity & life insurance products on multiple online eApplication platforms. The focus for this position is on the submission and processing of annuity & life insurance related data from a variety of external service providers including Hexure, iPipeline, Zinnia, DTCC and others. The Sales Development Analyst must have a strong customer focus; demonstrate analytic, problem solving and research skills and work well in a team environment. 

Essential Duties and Responsibilities:

• Execute development of midsize enhancements and product builds for electronic application platforms, including PPfA, DPfA, FormsXML, forms tagging, and other configurations.  This involves but is not limited to the following: meet with business partners to determine requirements, execute on necessary configuration changes, load the changes to external service provider host sites, create and execute test plans, and assist with production deployments
• Appropriately plan and stage code releases for production launches
• Research and respond to difficult production support inquiries on vendor platforms and electronic feeds
• Submit requests for IT services for deployments as well as changes and enhancements to electronic feeds
• Create and maintain team documentation
• Provide ongoing maintenance, support and upgrades to existing products and forms
• Participate on project teams as a Subject Matter Expert (SME). Must be able to handle multiple midsize projects simultaneously, understand priority and meet deadlines. Ability to transition between projects when priorities change
• Collaborate regularly with team members, management, and both internal and external business partners including IT Partners, Project Managers, Business Analysts, Sales and Business Relationship Managers
• Participate in business requirement planning sessions
• Update the forms database to track new forms and updates to existing forms
• Represent Prosperity Life Group by participating in conference calls and attending meetings and conferences with vendors, service providers, competing carriers, clients and distribution partners
• Organize and lead meetings
• Coach, train, and mentor less experienced Sales Development Analysts
• Work with some direction
• Execute daily, weekly, and monthly reports and distribute to business partners
• Other tasks as assigned by Senior Sales Development Analysts and management

Knowledge, Skills & Abilities

• Excellent interpersonal, verbal, and written communication skills; ability to effectively communicate at all levels of an organization
• Strong knowledge of industry products, policies, and procedures
• Proficient understanding of business practices, sensitivities, and confidentiality
  • Ability to be a complex problem solver; must be a strategic critical thinker who thinks outside of the box
  • Flexibility in work schedules; some travel may be required
  • Experience with Microsoft tools as well as organizational tools or software
  • Strong organizational skills, ability to multi-task and adapt to change
  • Ability to work effectively independently with a solutions-minded approach, and as a team player with positive collaboration
  • Ability to recognize critical problems and opportunities
  • Ability to manage complexity and ambiguity

Education & Experience

• Bachelor’s degree in Business, Finance, Computer Science or a related field is preferred but equivalent professional experience will be considered
• 5+ years professional experience with at least 2 years in the financial or insurance industries
• Knowledge of annuity and/or life products is required as is XML coding experience
• Proficient with Microsoft Office products including Outlook, Word, Excel and PowerPoint
• Experienced using Adobe Acrobat or similar to work with form fields and tagging
• Additional experience that is not required but is preferred include:
• Creating Product and Distributor Profiles for Annuities (PPfA and DPfA)
• Using VTXml Product Suite software to build and maintain products
• Experience with HTML and XML coding languages
• Building/designing to ACORD standards and processing data through the DTC/DTCC
• Experience with Straight Through Processing (STP) to administration systems
• Mapping data interfaces between systems including licensing, appointment, sales and administration systems
• Managing transactional and clearing information from the DTCC and its subsidiary companies including DTC & NSCC electronic feeds