Senior Competitive Intelligence Analyst – Product Management

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $76.5k - $80k / year

⏰ Full Time

🟠 Senior

🔬 Research Analyst

🦅 H1B Visa Sponsor

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Logo of Protective Life

Protective Life

1001 - 5000 employees

Founded 1908

💸 Finance

🛡️ Insurance

Finance • Insurance

Protective Life is a financial services company specializing in providing affordable life insurance and annuities. The company offers a variety of insurance products such as term life, whole life, and universal life policies, as well as fixed, immediate, indexed, and variable annuities. Protective Life assists individuals in planning for their future, including retirement, estate planning, and financial protection for families. The company emphasizes its commitment to sustainability, community involvement, and helping customers achieve protection and security throughout various life stages. Protective Life is known for its strong financial foundation and is licensed to operate in all states except New York.

📋 Description

• Serve as an internal consultant assisting with understanding the competitive landscape for annuities • Develop and execute ongoing mixed method research programs on competitors’ products, rates, service capabilities, sales processes and strategies, technology partnerships, and operational integration capabilities • Support annuity competitive intelligence programs and projects from planning and research through packaging and disseminating insights and conclusions • Analyze competitor products and capabilities continuously using quantitative and qualitative methodologies • Create and improve product battlecards and side-by-side comparisons for competitive sales analysis, intranet use, and training • Develop reports, presentations, and data dashboards to communicate research findings and recommendations to stakeholders • Conduct Win-Loss evaluations and catalog 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

🎯 Requirements

• 5 years of total industry experience at an annuity carrier, broker-dealer, bank, BD, or BGA in product development, sales, marketing, account management, due diligence, market research, IT, or operations • Experience at both an annuity carrier and broker-dealer, or closely engaging with the other, preferred • High familiarity with web-based client- and advisor-facing policy management or advising tools • Working technical knowledge of annuity product types and features • Familiarity with selling and servicing annuities and their integration into retirement planning • Bachelor’s degree required • Relevant advanced degrees, executive education, industry designations, or licenses preferred • Exceptional written communication and presentation skills with demonstrated ability to influence • Experience working in a dynamic and collaborative structure with multiple stakeholders • Familiarity with analysis methods in a business or academic environment • Familiarity with AI tools, their optimal applications, and limitations • Moderate analytic tool skills • Excel required • Power BI, Tableau, or similar tools preferred

🏖️ Benefits

• Comprehensive health, dental and vision insurance • Mental health benefits • Employee assistance program • Paid time off • Paid parental leave • Short-term disability • Cultural observance day • Contributions to healthcare accounts • Pension plan • 401(k) plan with Company matching • ProHealth Rewards wellbeing platform with cash rewards • Annual incentive based on individual and Company performance

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