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Competitive Intelligence Analyst

2 weeks ago
United States
Full-time
Senior
Business Intelligence Analyst
Business Intelligence
Power BI Tableau
Apply Now
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
View All Jobs 29

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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