Business Sales Analyst

About Family First Life

Tristate Financial is an independently owned affiliate of Family First Life. As one of FFL’s largest marketing partners, FFL Tri-State offers extensive service in life insurance, final expense, mortgage protection and annuity markets. FFL Tri-State is based in East Hanover, New Jersey.

Job Summary

We are seeking a meticulous and strategic Business Sales Analyst to join our Sales Incentivization team. This role is crucial in analyzing sales data, managing lead flow, and optimizing sales techniques to enhance performance. The ideal candidate will work closely with our Business Development Manager and Operations Advisor to improve CRM systems, manage sales funnels, and develop training programs. Additionally, this position involves coordinating events, managing recruiting initiatives, and ensuring efficient onboarding processes.

Primary Responsibilities

• Analyze sales data including leads, dials, contacts, closes, and referrals.

• Participate in the Sales Incentivization team, focusing on Agent Awards.

• Manage lead flow and origination, including price controls.

• Develop and modify AI phone scripting and sales techniques.

• Collaborate with the Business Development Manager on CRM controls and add-ons.

• Assist in managing sales and closing funnels.

• Build campaigns to improve in-house agent retention using data insights.

• Drive sales and recruiting initiatives, including college recruiting plans.

• Develop and deliver training programs for new in-house and virtual LOA sales.

• Create and optimize sales incentives for agent growth.

• Strategize with the Business Development Manager and Operations Advisor on onboarding and system development.

• Oversee onboarding systems for agents.

• Serve as the in-house lead expert and manage lead distribution for agents.

• Facilitate Ring Central operations, including call forwarding and answering main line phone calls.

• Assist with organizing sales conferences and awards dinners.

• Manage the recruiting and agent development team.

• Coordinate billing and receipts with the Operations Advisor.

Primary Skills & Requirements

• Strong analytical skills with experience in sales data analysis.

• Proficiency in CRM systems and lead management.

• Knowledge of AI phone scripting and sales techniques.

• Excellent organizational and project management skills.

• Ability to collaborate effectively with cross-functional teams.

• Experience in developing and delivering training programs.

• Strong communication and interpersonal skills.

• Ability to manage multiple tasks and prioritize effectively.

• Experience in event planning and coordination.

• Familiarity with Ring Central or similar communication systems.

• Detail-oriented with strong problem-solving abilities.

• Bachelor’s degree in Business, Marketing, or a related field preferred.

• Previous experience in sales operations or a similar role is highly desirable.

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