Strategic Decision Support Analyst

Job Family

Research & Analytics - General

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit

Provide key data analytics support to Transamerica Advice Center (TAC) sales managers, business leaders, and other stakeholders within asset retention, asset consolidation, life insurance sales, sales support, relationship management, business development, and process design.

• Research and report on routine business questions (managed from stakeholder‑aligned prioritization) including analysis of business workflows, products, and channels; make recommendations based on outcome of analysis to align with TAC strategy.
• Support directional decision making for the business with insights and analysis gained from utilization of tools, familiarity and navigability of data environments and relational properties, and business knowledge.
• Optimize existing tools processes, and opportunities within business initiatives.
• Share ad‑hoc research of business and data demands (managed from internal prioritization).
• Support lead distribution systems.
• Support internal partners, processes, and ad-hoc requests from leadership as requested.

• Bachelor’s degree in finance, accounting, data science or other quantitative field, or equivalent experience.
• Knowledge of Salesforce (primary CRM system & database environment (SOQL)).
• Knowledge of databases, data mining, and workflow systems (SQL, SOQL, Alteryx, Python, Java, HTML) and Excel.
• Knowledge of systems and coding.
• Knowledge of visualization systems (SSRS, Tableau) and visualization expression and socialization.
• Analytical and critical thinking skills to make connections on data points.
• Problem‑solving and decision‑making skills.
• Organizational skills to meet deadlines.
• Proficiency using MS Office tools.

• Financial services industry or related experience.

• Office Environment.

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