Competitive Intelligence Analyst

Job Summary

Providing critical insights into the competitive landscape, the full-time remote Competitive Intelligence Analyst will analyze competitor product offerings and capabilities, develop research programs, and create reports to support strategic decision-making in the annuities market.

Key responsibilities:

• Serve as an internal consultant on the competitive landscape for annuities
• Develop and execute mixed method research programs to assess competitors' strengths and capabilities
• Create reports, presentations, and data dashboards to communicate research findings and recommendations

Required qualifications:

• 5 years of experience in the annuity industry, preferably at both an annuity carrier and broker-dealer
• Strong familiarity with annuity product types and the sales and servicing process
• Bachelor's degree required; advanced degrees or industry designations preferred
• Experience with analytic tools such as Excel, PowerBi, or Tableau
• Exceptional written communication and presentation skills