Why join?

Join us in revolutionizing an entire industry's customer engagement. We prioritize human connection through technology. If you're driven by purpose and want to make a meaningful impact on people's lives, this is the place for you. Our team challenges norms with the support of a trusted American brand.

• Purpose: A leading professional services firm found that AAA Life associates demonstrate some of the highest levels of commitment, empathy, and dedication when compared to top U.S. companies in a benchmark analysis.
• Growth: We have the privilege to offer our products to tens of millions of Americans that make up the AAA member base
• Focus is on “working families”, “everyday Americans”, “ordinary citizens”, “mainstream population” “average income households”, providing life insurance products that truly impact people's lives (more information will be provided in the interview).
• Team (Culture): USA Today named us a 2024 top US workplace

Who are we looking for?

The Senior Sales Forecast Analyst is critical in shaping the company’s marketing strategy through in-depth analysis of sales trends and patterns, optimizing the forecasting process, and enabling data-driven decision-making for business growth. This key role is responsible for developing, managing, and refining sales forecasts across all channels, including Direct Marketing, Agent-Sold, and Online.

How will you contribute?

• Develop and maintain the comprehensive sales forecast that integrates data from Direct Marketing, Agent-Sold, and Online channels.
• Own the creation and maintenance of Forecast Reporting and tracking in PowerBI.
• Collaborate across departments, including Marketing, Finance, and Actuarial teams, to align forecasts with business objectives, strategies, and market conditions.
• Development and maintenance of database assumptions for forecasting, ensuring accuracy, transparency, and consistency.
• Participate in the sales planning process.
• Analyze market trends, historical data, and seasonality to provide actionable insights that enhance forecast reliability and business strategy, using this data to lead and develop key performance indicators (KPIs), and track marketing initiatives against established goals.
• Communicate forecast results and insights to senior leadership and key stakeholders.

What do you offer?

• Bachelor’s degree in business, Finance, Statistics, Actuarial Science, or a related field (Master’s degree preferred).
• 5+ years of experience in sales forecasting, data analysis, business intelligence, or a related role, preferably within the insurance or financial services industry.
• Strong analytical and critical thinking skills to interpret complex data and convert them into actionable insights to stakeholders at all levels.
• Expertise in data visualization tools (e.g., Power BI, Tableau) and statistical software (e.g., R, Python).
• Excellent communication and presentation skills, with the ability to translate complex data into clear, actionable insights for non-technical stakeholders.
• Ability to manage multiple priorities and deliver results in a fast-paced environment.

Familiarity with sales processes across multiple distribution channels is a plus.

What can we offer?

• Enjoy a hybrid work environment that promotes work-life balance.
• Comprehensive medical, dental, and vision coverage starting from your first day.
• Employer 401k match and employer contribution to a pension plan.
• Generous PTO and paid parental leave to support your family needs.
• Opportunities for associate engagement in various social programs and community involvement initiatives backed by the company.