Retirement RFP Writer boosting National Life Group’s growth through high-quality proposals and strategic planning. Contributes to client retention and new business acquisition in retirement markets.
Responsibilities
The Retirement RFP Writer plays a strategic role in fueling the growth of National Life Group’s Retirement Business.
By producing high-quality, compliant, and compelling proposals, this position directly contributes to new plan acquisition, client retention, and the company's competitive positioning in the 403(b), 457(b), and institutional retirement markets.
As part of the Retirement Solutions Team, this position would be responsible for responding to requests for Request for Proposal ("RFP") responses, Request for Information ("RFI"), and due diligence questionnaires while maintaining a company information database for use in responding to RFPs, sourcing requests, project management associated with the proposal process, and ensuring that all proposals meet the company’s high standards of quality.
The Proposal Writer will become an informed Subject Matter Expert (SME) in National Life Group’s firmwide information and marketing materials as well as the autonomous SME on NLG’s full line of product offerings and retirement platforms.
Requirements
B.A. Marketing, Communication, Journalism, Writing or equivalent work experience.
Five years of investment or annuity industry experience with a minimum of three years in RFP or investment marketing project engineering/ project management or process engineering.
Organizational skills and time management.
Effective communications skills both written and verbal for interface with Client partners, and co-worker SMEs.
Familiarity with Proposal Software and investment products in the retirement space.
Benefits
Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!
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