Competitive Intelligence Analyst

2 weeks, 3 days ago
Full-time
Senior
Business Intelligence
Protective Life

Protective Life

Protective Life Insurance Company offers financial security through insurance and investment products, serving people and protecting families for over a century.

Insurance
1K-5K
Founded 1907

Description

  • Serve as an internal consultant on the competitive landscape for annuities.
  • Develop and execute ongoing mixed-method research programs on competitors’ product specifications, rates, service capabilities, sales strategies, technology partnerships, and operational integration.
  • Support new annuity competitive intelligence programs and projects from planning and research through packaging and disseminating insights.
  • Analyze competitor products and capabilities on a continuous basis using quantitative and qualitative methods.
  • Create and improve product battlecards and side-by-side comparisons for competitive sales analysis, intranet content, and training.
  • Develop reports, presentations, and data dashboards to communicate research findings and recommendations to key stakeholders.
  • Conduct win-loss evaluations and catalog the findings.
  • Execute ad hoc research on competitors’ products, capabilities, and related market information.
  • Collaborate with the Market Research Team on reciprocal projects and information sharing.
  • Perform other assigned duties as needed.

Requirements

  • 5+ years of total industry experience at an annuity carrier or broker-dealer, bank, BGA, or similar organization.
  • Experience in product development, sales, marketing, account management, due diligence, market research, IT, or operations.
  • Experience at both an annuity carrier and broker-dealer, or in closely related roles, is preferred.
  • High familiarity with web-based client- and advisor-facing policy management or advising tools at a carrier or broker-dealer.
  • Working technical knowledge of annuity product types and features.
  • Understanding of the full process for selling and servicing annuities and how they fit into retirement planning.
  • Bachelor’s degree required.
  • Relevant advanced degrees, executive education, and industry designations or licenses are preferred.
  • Exceptional written communication and presentation skills with the ability to influence.
  • Experience thriving in a dynamic, collaborative environment with multiple stakeholders.
  • Familiarity with analysis methods in a business or academic setting.
  • Familiarity with AI tools, including how to apply them effectively and their limitations.
  • Moderate analytical tool skills in Excel are required; Power BI, Tableau, and similar tools are preferred.

Benefits

  • Targeted salary range of $80,000 to $100,000 per year.
  • Additional annual incentive opportunities based on individual and company performance.
  • Comprehensive health, dental, and vision insurance.
  • Mental health benefits and an employee assistance program.
  • Paid time off, paid parental leave, short-term disability, and a cultural observance day.
  • Healthcare account contributions, a pension plan, and a 401(k) with company matching.
  • ProHealth Rewards program that supports wellbeing and offers cash rewards.

Interested in this position?

Apply directly on the company website

Apply Now

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