Company
annuities
CompetitiveIntelligenceAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Competitive Intelligence Analyst. Skills: Competitive intelligence, Annuity products, Market analysis. Serve as internal consultant. Develop research programs”
Industry & Context.
analysis methods
What They're Looking For.
Must Have
5 -years of total industry experience at an annuity carrier or broker-dealer (or Bank, BD, BGA, etc. ) with experience in one of multiple fields from: product development, sales, marketing, account management, due diligence, market research, IT, or operations, Working technical knowledge of annuity product types and features, Familiarity with the complete process for selling and servicing annuities and how they integrate into overall retirement planning, Familiarity with analysis methods in a business or academic environment, Familiarity with AI tools, how to apply them for optimal outcomes and for limitations, Excel, Required
Nice to Have
Experience at both an annuity carrier and broker-dealer, or in positions that closely engaged with the other, High familiarity with or experience using web-based client and advisor-facing policy management or advising tools at either a carrier or broker-dealer, Bachelor’s degree, advanced degrees, executive education, industry designations or licenses, PowerBi, Tableau
What You'll Do.
Serve as internal consultant
Develop research programs
Analyze competitor products
Create product battlecards
Develop reports and presentations
Conduct Win-Loss evaluations
Execute ad-hoc research
Collaborate with Market Research Team
How You'll Work.
Team & Collaboration
Serve as a point of contact for collaboration with the Market Research Team with reciprocal projects and information sharing; Experience thriving in a dynamic and collaborative structure with multiple stakeholders
Communication Scope
Exceptional written communication; presentation skills; demonstrated ability to influence
Full Job Description
## Description The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most. ## 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 the strength and capabilities of competitors along core competencies: product specifications, product rates, service capabilities, sales process and strategies, technology partnerships and operational integration capabilities. Supports development of new ongoing annuity competitive intelligence programs and projects through the entire process from planning and research, to packaging and disseminating insights and conclusions. Analyze competitor products and capabilities on a continuous ongoing basis through quantitative and qualitative methodologies Creates and improves tactical-level product battlecards and other side-by-side comparisons of products, features, and capabilities for competitive sales analysis, intranet site, and training. Develop persuasive reports, presentations, and data dashboards to communicate research findings analysis and help make recommendations to key stakeholders. Conduct Win-Loss evaluations and catalog findings. Execute ad-hoc research based on situational requests for competitors’ products and capabilities, or other related market information. Serve as a point of contact for collaboration with the Market Research Team with reciprocal projects and information sharing. Performs other duties as assigned. ## Qualifications 5 -years of total industry experience at an annuity carrier or broker-dealer (or Bank, BD, BGA, etc.) with experience in one of multiple fields from: product development, sales, marketing, account management, due diligence, market research, IT
Applying for this Competitive Intelligence Analyst role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Lever
- Lever uses a streamlined one-page form — apply in under 5 minutes.
- LinkedIn import works well; review parsed data before submitting.
- The cover letter field is optional but visible to reviewers — use it to differentiate.
- Referral codes from employees can significantly boost visibility of your application.
ANONYMOUS · UNFILTERED
What do employees actually say about this company?
Real rants from real employees. Read before you apply.