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Business Analyst

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PHP Agency

2024-09-25 10:40:19

Job location Addison, Texas, United States

Job type: fulltime

Job industry: Consulting & Corporate Strategy

Job description

About PHP Agency

PHP is a life insurance field marketing organization, founded in 2009 ( ). PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base. PHP provides a part-time or fulltime opportunities to individuals pursuing careers as life insurance agent. PHP passionately serves people through a field sales force comprised of thousands of licensed agents deployed nationwide in offices they independently own and operate.
PHP's headquarters office is in Addison, Texas (Dallas metroplex). The company was acquired in 2022 and is now a proud part of the Integrity Marketing Group family.

Job Summary

The Business Analyst - Sales & Distribution will be responsible for developing and delivering multi-variate sales reports for the company. This individual will report directly to the Vice President of Sales and Distribution and will oversee the creation of daily, weekly, and special reports while collaborating with IT and finance teams on a regular basis.

Primary Responsibilities:

  • Evaluate, analyze, and create special sales reports and maintain systems to automate delivery of such reports to all appropriate parties.
  • Audit reports and communicate potential gaps, missing data, or system errors, predominantly with the use of Microsoft PowerBI.
  • Author report documentation and deliver approved requirements to the IT and finance teams, collaborating to ensure reports are delivered by deadline dates.
  • Provide monthly reports to the executive team by pre-set deadlines. Set all reminders and triggers to ensure other departments begin any dependent activities on time.
  • Assist in planning and executing programs to deliver performance reports at major national conventions, regional meetings, and other company events, both virtual and live.
Primary Skills & Requirements:
  • 3-5 years of business analysis experience (strong preference for sales analysis and sales programs) in a corporate setting.
  • Bachelor's degree or equivalent work experience in business administration / statistics or related field.
  • Strong problem-solving skills and a proactive approach to promoting the company and brand.
  • Must have current experience and be proficient in Power BI
  • Ability to work effectively in cross-functional teams and think creatively to find innovative solutions.
  • Proven track record in similar roles.
  • Excellent verbal and written communication skills (oral & written).
  • Strong listening skills and willingness to ask questions.
  • Detail-oriented, organized, and capable of multitasking.
  • Proficiency in Microsoft Office 365

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit .

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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