AVP, Marketing Strategy – Analytics

• Lead Marketing and Distribution strategy, analytics, and planning across Local Agent, Call Center, Partnerships, and Internet channels


• Translate enterprise priorities into annual and multi-year channel strategies, forecasts, targets, investment choices, and performance roadmaps


• Establish key performance indicators and lead operational analytics across the distribution funnel


• Own lead analytics from generation through routing, contact, conversion, and retention; identify gaps and drive corrective action


• Partner with Marketing and channel leaders to increase qualified lead flow, improve conversion, and optimize spend


• Develop agent growth and market opportunity models guiding recruiting, expansion, investment, territory coverage, and channel capacity decisions


• Translate data into recommendations that help agents grow their businesses and strengthen sales execution


• Build dashboards, self-service tools, scorecards, and decision-support capabilities


• Deliver proactive insights, scenarios, and executive narratives communicating opportunities, risks, and tradeoffs


• Monitor consumer, competitor, economic, technology, and distribution trends


• Lead cross-functional initiatives from problem definition through implementation and operating adoption


• Establish analytics standards, metric definitions, data-quality expectations, and performance routines


• Build, coach, and develop a strategy and analytics team of approximately four professionals

Requirements

• Bachelor's degree required; advanced degree preferred


• 10 or more years of experience in strategy, analytics, planning, consulting, finance, distribution, or a related leadership discipline


• Insurance or financial services experience preferred


• Significant people-leadership experience with a record of building, coaching, and scaling high-performing strategy and analytics teams


• Demonstrated ownership of enterprise or multi-channel strategy, analytics, and planning


• Deep expertise in operational and sales-funnel analytics, including lead generation, routing, productivity, conversion, growth, retention, and investment effectiveness


• Experience supporting field agent, call center, partnership, and digital or direct distribution models


• Advanced quantitative and financial acumen, including modeling, forecasting, dashboard development, data visualization, and decision-tool design


• Executive-level communication and influence


• Proven ability to lead cross-functional initiatives from ambiguous problem definition through implementation and sustained operating adoption


• Proactive, externally oriented perspective on customer, competitor, technology, and distribution trends

Core Competencies

Demonstrates expertise in leading marketing and distribution strategies, with a strong focus on analytics, operational performance, and team development. Proven ability to translate data into actionable insights that drive growth and optimize channel effectiveness.

Highest-signal resume keywords

• Lead Marketing Strategy


• Operational Analytics


• Sales-Funnel Analytics


• Team Leadership


• Data Visualization

Hard Skills

• Analytics


• Forecasting


• Modeling


• Dashboard Development


• Lead Generation


• Conversion Optimization


• Investment Effectiveness


• Performance Metrics


• Data Quality Standards


• Decision-Tool Design

Soft Skills

• Executive-Level Communication


• Influence


• Proactive Perspective


• Cross-Functional Leadership


• Coaching

Industry Keywords

• Insurance


• Financial Services


• Distribution Models


• Market Opportunity Models


• Consumer Trends

Tools & Technologies

• Self-Service Tools


• Scorecards


• Dashboards