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Transamerica Corporation

National Accounts Intelligence Support Analyst (Denver)

Transamerica Corporation, Denver, Colorado, United States, 80285

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We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.* Prepare timely and accurate reporting for distribution partners specific to their requirements.* Work with the National Accounts team to analyze data received from each partner to help them develop strategies on sales approach and resource deployment.* Design, build, monitor, and audit Power BI solutions, Salesforce (reports, dashboards, visualizations) that provide accurate information to enable data driven decision making.* Create and customize metrics, trends, statistical data, analytics, summaries, graphical representations, and special reports utilizing SQL systems, MS Excel, and other applications to manipulate, analyze, and logically present data.* Create PowerPoint presentations for client meetings to share data insights.* Partner with Marketing and account managers on approvals and production of new and updated online and print material.* Handle ad hoc requests from partners, team members, and leadership for data and resource support.* Assist Annuity team with annual due diligence questionnaires and database of responses.* Five years of sales and/or data reporting experience, preferably in the financial services industry* Proficiency using tools for data visualization, business intelligence, storytelling, relational databases, and customer relationship management* Self-starter with strong analytical skills and attention to detail to anticipate/identify gaps to create solutions and rectify reporting discrepancies* Excellent communication skills to collaborate with Marketing, distribution partners, reporting team, and leadership* Organizational and time management skills to meet mandatory reporting deadlines* Advanced skills using MS Excel and PowerPoint* Formal training/coursework in data analytics, computer science, statistics, or other quantitative field* Advanced skills using Power BI, Tableau, SQL Server, Salesforce* Knowledge of annuity and mutual fund products**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 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 OpportunitiesHealth and Work/Life Balance Benefits We believe our responsibilities extend beyond our corporate walls. That's why we created the 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: #J-18808-Ljbffr