Sr Competitive Intelligence Analyst
New
P
Protective LifeInsurance / Annuities
Work From HomeFull-TimeSenior
Salary$76,500 - $80,000 a year
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Job Details
- Experience
- 5+ years
- Required Skills
- Data AnalysisMicrosoft Power BIProduct ManagementTableauMicrosoft ExcelMarket Research
Requirements
- 5+ years of total industry experience at an annuity carrier or broker-dealer.
- Working technical knowledge of annuity product types and features.
- Familiarity with the complete process for selling and servicing annuities.
- High familiarity with web-based client and advisor-facing policy management or advising tools.
- Proficiency in Excel.
- Experience with analysis methods in a business or academic environment.
- Bachelor’s degree required.
- Exceptional written communication and presentation skills with ability to influence.
- Experience thriving in a dynamic and collaborative structure with multiple stakeholders.
- Familiarity with AI tools and their applications/limitations.
Responsibilities
- Serve as an internal consultant assisting with understanding of the competitive landscape for annuities.
- Develop and execute ongoing mixed method research programs focusing on competitor capabilities including product specs, rates, service, sales process, and technology.
- Analyze competitor products and capabilities on a continuous basis using quantitative and qualitative methodologies.
- Create and improve tactical-level product battlecards and comparison materials for sales teams and training.
- Develop persuasive reports, presentations, and data dashboards to communicate research findings and recommendations.
- Conduct Win-Loss evaluations and catalog findings.
- Execute ad-hoc research based on situational requests for market information.
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