💼 About This Role

You'll lead product-related content delivery and competitive intelligence for a leading global investment firm's Individual Markets organization. Your research will directly influence national-level strategy and sales tactics.

🎯 What You'll Do

• Lead delivery of product-related content across departments
• Manage research and analysis of insurance markets and competitive intelligence
• Communicate and exemplify effective sales tactics and strategies
• Identify, analyze, and communicate product and industry trends

📋 Requirements

• 7+ years experience in Competitive Intelligence and/or Financial Services
• Life, Health, Series 7, Series 6, Series 63 certifications or ability to obtain within six months
• Strong knowledge of retirement market products and industry
• Highly analytical with strong attention to detail

✨ Nice to Have

• Experience in product, sales, marketing, operations, and support aspects
• Flexible and adaptable to change
• Willingness to quickly learn product lines and workflows

🎁 Benefits & Perks

• 💰 Discretionary bonus based on individual and team performance
• 🏖️ Expected base salary $120,000 - $130,000

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 60 min
3. 3Panel Interview· 60 min