WealthVest Marketing, based in Bozeman Montana, is an advanced financial services distribution firm that specializes in high-quality fixed and fixed index annuities. Over 10,000 members of the “baby boom” generation are retiring daily, and to prepare for this inevitable day, Americans have purchased over $14 trillion in mutual funds and annuities to insure their golden years. WealthVest designs, markets, and distributes these essential building blocks of retirement savings for financial advisors throughout the nation.
Business Analysis and Project Specialist
The Business Analysis and Project Specialist will manage reporting for the Bozeman salesforce, putting together daily, weekly and monthly updates on activity and distributing them to WealthVest’s various sales channels. Will update and manage WealthVest’s comprehensive business analysis dashboard, models of comparisons of financial products, and will work on many other data-oriented projects as they arise. Will work closely with WealthVest’s management team to give insights into important firm and industry-wide trends. This position is preferably full-time; however, for the right individual, flexibility may be considered.
Key responsibilities:
- Gain a familiarity with product offerings and internal operations
- Become an expert with Microsoft Excel and WealthVest’s CRM, Salesforce
- Manage and update WealthVest’s business analytics dashboard, building out new sections as needed
- Distribute updates of daily activity for WealthVest’s internal sales teams
- Distribute updates of weekly and monthly activity for all WealthVest sales channels and compile weekly and monthly sales leaderboards
- Maintain financial product comparison models for use by the sales teams and build in new products when they are created by insurance carriers
- Understand key trends within WealthVest and the industry, articulating these to WealthVest’s management team through reports and models of data
- Develop and work on other information-driven projects and models as they are requested
Professional Development:
// Attend all marketing and sales meetings
Key Requirements / Skills / Experience:
// Microsoft Excel macro and VBA programming experience (preferred)
// Exceptional problem solving skills
// Self-motivated, flexible, and organized
// Team player
EmoticonEmoticon