About the Role

We specialize in selling Final Expense insurance policies across the U.S. through a high-performing, data-driven sales operation. We are seeking an experienced and analytical Business Intelligence (BI) Lead to establish and manage the foundation of our internal reporting and analytics ecosystem. This role is pivotal in providing clarity, accuracy, and insight into our performance metrics, commission structures, and forecasting models. The ideal candidate will have strong technical expertise, a strategic mindset, and the ability to translate complex data into actionable intelligence that drives business performance.

Key Responsibilities

• Develop and implement the internal reporting infrastructure from the ground up to support data-driven decision-making.
• Design, maintain, and automate dashboards and reports that monitor business performance, sales productivity, and operational KPIs.
• Calculate and validate insuranc...