Annuity Marketing Data Intern

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors. The annuity marketing data intern will work with the strategy team on initiatives to increase sales and profitability, focusing on reporting and analysis for the Annuity Marketing division.

What you'll do:

• Updating data models that assist our sales and marketing teams
• Data compilation and consolidation of large sets of structured and unstructured data
• Create reports and deliverables based off analytics to track success metrics
• Take complex data sets and transform them into summarized, actionable information
• Data management and delivery in forms of dashboards and visualizations
• Provide support in the research and execution of other strategic projects
• Optimize existing processes and reports to create greater value for our team and partners
• Other assigned responsibilities and duties

What they're looking for:

• High School Diploma
• Excellent written and verbal communication skills
• Strong knowledge of MS Excel
• Data base structures and systems understanding
• Creative problem-solving skills and great attention to detail
• Ability to handle confidential information
• Strong knowledge of other MS Office, including Word, PowerPoint and Outlook
• Ability to interact with all personality types and with all levels of staff
• Time management and ability to handle multiple tasks in a fast-paced environment
• Ability to look at a large problem or project, and break it down into small achievable steps
• College credits in data, finance, economics, or accounting
• Previous experience in an office environment specifically insurance or financial services related

Benefits:

• Access to an on-site café & gym
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!