Job Description
Prosperity Life is a fast-growing, privately held insurance company aiming to become a leading U.S. retail platform. The Sales Development Analyst will focus on sales reporting, forecasting, and performance analysis, transforming data into actionable insights to drive sales performance. Responsibilities Own Sales Reporting & Performance Analysis Develop, maintain, and enhance sales dashboards and reporting to support distribution leadership Analyze sales performance to identify trends, risks, growth opportunities, and process inefficiencies across the organization Turn Data into Actionable Insights Translate complex datasets into clear, compelling business narratives that support strategic and tactical decision‑making Conduct deep‑dive root cause analysis on performance variances and data issues, recommending corrective actions Measure What Matters Define, measure, and continuously refine key performance indicators (KPIs) to ensure alignment with sales goals and business priorities Support target setting and sales forecasting through accurate, data‑driven analysis Deliver Competitive & Market Intelligence Conduct competitive intelligence analysis to support strategic positioning and improve market responsiveness Monitor external trends and performance benchmarks to inform sales strategy Optimize Processes & Automate Reporting Identify opportunities to streamline reporting, automate processes, and improve data reliability and efficiency Proactively validate data and identify gaps or inconsistencies in reporting Partner Cross‑Functionally Collaborate with Sales, Marketing, IT, Finance, and Operations to ensure consistency, accuracy, and standardization in reporting Support ad‑hoc strategic initiatives and contribute to broader sales operations optimization efforts Skills Bachelor's degree in Business, Finance, Economics, Data Science, or related field Experience building executive-level dashboards and automated reporting solutions Familiarity with data warehousing concepts and ETL processes Exposure to sales operations, distribution analytics, or process improvement initiatives Analytical Rigor: Applies structured, quantitative thinking to analyze complex datasets and uncover meaningful insights Execution Excellence: Delivers accurate, high‑quality reporting and analysis while managing multiple priorities in a fast‑paced environment Data Storytelling: Translates data into clear, compelling narratives that influence strategic and operational decision‑making Technical Acumen: Leverages advanced reporting tools and systems such as Power BI, SQL, Excel, Tableau, etc. - to build scalable dashboards, automate processes, and improve data reliability Problem Solving: Digs into root causes, identifies inefficiencies, and recommends practical, data‑driven solutions Collaboration: Partners effectively with Sales, Marketing, Finance, IT, and Operations to drive alignment and consistency Adaptability: Thrives in a dynamic, growth‑oriented organization and adjusts quickly to evolving business needs Benefits Comprehensive medical, dental, and vision coverage An HSA and 401(k) company match Paid time off Employer-paid life and disability insurance Company Overview Prosperity Life is an insurance agency that provides a wide range of life, health, property, and casualty insurance products and services. It was founded in 1916, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is