Data Analyst #79784


Date: Apr 21, 2019

Location: Tampa, FL, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of


Manage and contribute to telesales planning and forecasting. Collaborate with telesales leaders to create new strategic ideas, oversee the testing and analytic process, and manage implementation of key initiatives. Propose sales and cost projections for strategic initiatives and ensure development of comprehensive forecasting tools to analyze results. Create regular sales and cost updates for senior management with an emphasis on measuring performance against historical trends and forecasted performance. Contribute to and assist with the annual and periodic planning processes, collaborating on sales plans and cost forecasts. Make recommendations to maximize sales and contain costs to efficiently grow the business and meet profitability targets.


•Collaborate with Telesales leadership on the planning and forecasting process: create and review historical trend analyses, agree upon plan assumptions and build projections worksheets for review throughout the year.

•Participate in the development of new sales program ideas and channel enhancements based on emerging telesales capabilities.

•Work closely with SSC and Marketing staff to monitor program status. Plan and inform senior management of trends or issues that result in variance to plan.

•Develop and utilize quality control processes that validate the accuracy and reasonableness of telesales plans and sales projections across all key measures.

•Oversee continuous review of process improvements in quality control, and telesales treatments, etc.

•Collaborate with telesales leadership to develop and oversee execution of plans for the implementation of strategic initiatives to continually maintain and improve sales results.




•Bachelors Degree preferred

•5 years of sales and/or marketing experience that includes analytical aptitude

•Strong organizational skills and attention to detail a must

•Self-motivated and flexible

•Ability to review large sets of data and evaluate for consistency and accuracy

• MS Excel, MS Access and SQL software application experience is required

•Conscientious about deadlines and good at prioritizing to meet them

•Must follow-through on all quality control standards

•Able to work with external vendors and internal departments

•Must have the ability to extrapolate information and apply to unrelated data

•Must be able to manage multiple priorities at once

•Ability to review large sets of data and evaluate for consistency and accuracy






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