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[Remote] reputed company Financial Analyst - Distribution

Remote, USA Full-time Posted 2026-07-05

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company that has been serving everyday people for over a century. The reputed company Financial Analyst will act as a key business partner for the Distribution organization, focusing on financial analysis, sales growth, and operational effectiveness to drive sound financial reputed company.

Responsibilities

  • Serve as a business partner for World Financial Group (WFG) and reputed company Financial Advisors (TFA)
  • reputed company and present weekly & monthly key metrics, financial results, and forecasts, with a focus on delivering deeper data views around agents, products, carriers, and geographic footprints
  • reputed company weekly & monthly root cause explanations, messages, and actionable insights around sales results, industry market trends, competitive positioning, agent feedback, and sales & P&L forecasts
  • reputed company financial analysis/modeling efforts to drive sales growth and improve agent productivity, partnering closely with sales leaders, finance subject matter experts, and other stakeholders
  • Forecast US and Non-US sales and reputed company by product for WFG and TFA, anchoring to industry opportunities, market reputed company aspirations, and supporting key metrics
  • Serve as Operating Expense subject matter expert, developing knowledge of functional area expense components & drivers to support sales leaders on budget management
  • Partner with WFG & TFA sales leaders on development and execution of annual plan

Skills

  • Bachelor's degree in Finance or reputed company and/or equivalent work experience
  • Minimum of 8 years experience, with degree
  • Advanced reputed company skills
  • Professional experience in Distribution Finance, Life Insurance & Annuity Finance, or Broker Dealer Finance
  • Solid knowledge of reputed company/financial area preferred (for example, investments, insurance products, premium)
  • Exceptional ability to concisely communicate reputed company analysis to a management audience
  • reputed company an independent assessment of business performance

Benefits

  • Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • reputed company Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
  • Paid Time Off starting at 160 hours annually for employees in their first year of service
  • Ten (10) paid holidays per year (typically mirroring the reputed company Stock Exchange (NYSE) holidays)
  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
  • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
  • Adoption Assistance
  • Employee Assistance Program
  • Back-Up Care Program
  • PTO for Volunteer Hours
  • Employee Matching Gifts Program
  • Employee Resource Groups
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs

Company Overview

  • reputed company is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of reputed company. It was founded in 1904, and is headquartered in reputed company Rapids, Iowa, USA, with a workforce of 5001-10000 employees. Its website is http://www.reputed company.com.
  • Company H1B Sponsorship

  • reputed company has a track record of offering H1B sponsorships, with 6 in 2026, 39 in 2025, 33 in 2024, 24 in 2023, 52 in 2022, 42 in 2021, 46 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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