Manager, Competitive Intelligence

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist F&G in the development and execution of its annuity and life insurance product strategies, product innovation, and sales distribution efforts through the provision of timely, accurate, and actionable competitive insights.

• Conduct research, monitor, and evaluate competitor annuity and life insurance products, including their features, pricing, rates, riders, sales materials, illustrations, positioning, distribution activities, financial stability, and market trends.

• Maintain an up-to-date understanding of competitor offerings, target demographics, distribution methods, sales strategies, and strategic positioning.

• Relay significant competitor or market changes to stakeholders.

• Generate product comparison grids, rate comparisons, reports, presentations, illustrations, and benchmarking resources.

• Convert both quantitative and qualitative research into actionable insights regarding product opportunities, market trends, distribution implications, and associated risks.

• Present findings and market insights to senior leadership and cross-functional stakeholders.

• Collaborate with Product, Sales, Distribution, Marketing, Actuarial/Pricing, and other business partners regarding intelligence requirements and research inquiries.

• Identify, acquire, validate, organize, and sustain both internal and external data sources.

• Engage in industry surveys, competitive intelligence projects, vendor partnerships, and industry conferences.

• Create and enhance repeatable competitive intelligence processes, reports, analytical tools, documentation, and reference materials.

• Execute additional duties, responsibilities, and projects as assigned.

• Travel may be required up to 10% of the time.

⛳️ Requirements

• A minimum of 5 years of relevant experience in the insurance or financial services sector.

• Proven experience in conducting competitive intelligence, competitive research, market analysis, or product comparisons within the life insurance and annuity fields.

• Solid understanding of life insurance and annuity products, annuity marketplaces, product features, product categories, distribution models, competitor behaviors, pertinent regulatory factors, and sales processes.

• A combination of education and experience may be considered in lieu of a degree.

• Familiarity with annuity and life products, their features, product categories, and distribution models.

• Exceptional analytical and problem-solving capabilities; ability to synthesize data and information into actionable insights.

• Ability to assess internal product and business data in conjunction with market information, distribution feedback, and competitive intelligence findings.

• Proficiency in Microsoft Excel, including the use of formulas, pivot tables, lookups, charts, and data visualization techniques.

• Proficiency in Microsoft PowerPoint, particularly in creating clear presentations and decision-support documents.

• Strong written, verbal, and presentation communication skills.

• Excellent collaboration skills and the ability to work effectively with cross-functional business partners.

• Strong organizational skills, attention to detail, sound judgment, accountability, and the ability to manage multiple priorities and deadlines.

• Experience utilizing competitor filings, industry surveys, vendor data, external market information sources, or illustration reports is preferred.

🏝️ Benefits

• Flexibility to work in-office, hybrid, or remotely, with arrangements made in consultation with the leader during the hiring process.

• Reasonable accommodations available for applicants and candidates with disabilities.

• Employee-centered hybrid work environment.