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Territory Asset Analyst

aflac.com Logo

Aflac

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Location:
United States , Orlando

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Category:
Finance

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Contract Type:
Not provided

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Salary:

75000.00 - 90000.00 USD / Year
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Job Description:

Territory Asset Analyst role at Aflac, a Fortune 500 company and industry leader in voluntary insurance products. The role involves ensuring the field force executes the Territory's Asset Management strategy, monitoring sales activity, distributing reports and plans, coaching teams, developing training materials, analyzing performance data, and serving as a liaison between the territory and headquarters.

Job Responsibility:

  • Ensure each field role (RSC, DSC, Associate) understands and executes the Territory’s Asset Management strategy
  • Have regular communication with MKDs/RSCs/DSCs/Associates to ensure understanding of the strategy and their role in execution
  • Monitor sales activity vs. results and communicate opportunities for improvement
  • Distribute opportunity to include upcoming open enrollments, leading/lagging indicator metrics, etc.
  • Distribute OE Plans to DSCs 90-120 days in advance of the effective date
  • distribute leading indicator reports weekly, lagging reports monthly
  • Review leading indicator reports weekly, lagging indicator reports monthly and provide insight into opportunity
  • Conduct regular calls with MKDs/RSCs/DSCs to ensure leading indicator coordinator meetings/veteran training
  • provide training topics to MKT for use during MIPS
  • Attend MIPS each month ensuring to rotate monthly
  • provide insight and recommendations to enrollment barriers
  • Attend DSC/Associate monthly coaching meetings to highlight specific enrollment barriers and provide suggestions on how to remove
  • Coach each level on how to remove open enrollment barriers through the use of HQ initiatives, account level strategies, product offerings, VAS, enrollment platforms, etc.
  • Serves as a subject matter expert in the design and development of associate and coordinator training materials related to account set-up, post enrollment excellence, account servicing, and open enrollment
  • Monitors and evaluates training programs, processes, and/or practices for quality and effectiveness
  • facilitates workshops/training programs for the field force
  • Conducts train-the-trainer sessions
  • works with the markets hierarchy to determine in-efficiencies that support the Market’s Asset Management strategy
  • Monitors market segments for sales patterns and other pertinent performance data
  • develops and maintains metrics by analyzing sales and performance statistics, sales contest & campaigns
  • maintains a database of the information used in producing strategies
  • Participate in national, territory, and market meetings, trade shows, special events, seminars, etc.
  • Stay abreast of industry-related trends and prepare summaries of important trends for management use
  • Serves as a liaison/resource between the territory and WWHQ to troubleshoot issues both in the field and from headquarters for resolution prior to escalation of a concern
  • gathers asset management data for the territory and provides strategy changes that will help to establish success

Requirements:

  • Bachelor's Degree in Business Administration or a related field
  • Four or more years of job-related experience
  • Knowledge of the insurance industry with specific focus on Aflac’s sales force hierarchy, internal operations, systems, terminology, and business procedures
  • Microsoft Word, Microsoft Excel and PowerPoint: Intermediate
  • Excellent problem-solving, analytical, and presentation skills combined with a high degree of creative thinking
  • Ability to effectively interact with cross functional teams
  • Knowledge of Aflac’s products and procedures, policy data, benefit plans, company terminology, and field force
  • Strong project-planning and management skills, including cost benefit analysis
  • In-depth knowledge of Aflac’s organizational and functional operating structure
What we offer:
  • medical, dental, and vision coverage
  • prescription drug coverage
  • health care flexible spending
  • dependent care flexible spending
  • Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee)
  • 401(k) plans
  • annual bonuses
  • opportunity to purchase company stock
  • 11 paid holidays
  • up to 20 days PTO
  • state-mandated sick leave (Washington employees accrue 1-hour sick leave for every 40 hours worked)
  • other leaves of absence

Additional Information:

Job Posted:
January 09, 2026

Expiration:
January 13, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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