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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in competitive intelligence and market analysis within the life insurance and annuity sectors, leveraging strong analytical skills to translate data into actionable insights. Proficient in developing presentations and reports that communicate findings to senior leadership and cross-functional teams.
Highest-signal resume keywords
Competitive IntelligenceMarket AnalysisLife Insurance ProductsMicrosoft Excel ProficiencyMicrosoft PowerPoint Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Competitive ResearchProduct ComparisonData SynthesisAnnuity MarketplacesRegulatory Considerations
Soft Skills
Analytical SkillsProblem-Solving SkillsCollaboration SkillsCommunication SkillsOrganizational Skills
Industry Keywords
Insurance IndustryFinancial ServicesDistribution ModelsSales StrategiesMarket Developments
About the role
Key responsibilities & impact- Support F&G’s annuity and life insurance product strategy, product development, and sales distribution efforts through timely, accurate, and actionable competitive intelligence
- Research, monitor, and analyze competitor annuity and life insurance products, features, pricing, rates, riders, sales materials, illustrations, positioning, distribution activity, financial strength, and market developments
- Maintain current understanding of competitor offerings, target markets, distribution approaches, sales strategies, and strategic positioning
- Communicate material competitor or market changes to stakeholders
- Produce product comparison grids, rate comparisons, reports, presentations, illustrations, and benchmarking materials
- Translate quantitative and qualitative research into insights on product opportunities, market trends, distribution implications, and risks
- Present findings and market developments to senior leadership and cross-functional stakeholders
- Partner with Product, Sales, Distribution, Marketing, Actuarial/Pricing, and other business partners on intelligence needs and research requests
- Identify, obtain, validate, organize, and maintain internal and external data sources
- Participate in industry surveys, competitive intelligence initiatives, vendor relationships, and industry conferences
- Develop and improve repeatable competitive intelligence processes, reports, analytical tools, documentation, and reference materials
- Perform other functions, duties, and projects as assigned
- Travel up to 10% of the time
Requirements
What you’ll need- 5+ years of relevant experience in the insurance or financial services industry
- Experience conducting competitive intelligence, competitive research, market analysis, or product comparison within the life insurance and annuity industry
- Working knowledge of life insurance and annuity products, annuity marketplaces, product features, product categories, distribution models, competitor dynamics, relevant regulatory considerations, and sales processes
- Combination of education and experience considered in lieu of degree
- Working knowledge of annuity and life products, features, product categories, and distribution models
- Strong analytical and problem-solving skills; ability to synthesize data and information into actionable insights
- Ability to evaluate internal product and business data alongside market information, distribution feedback, and Competitive Intelligence findings
- Proficiency in Microsoft Excel, including formulas, pivot tables, lookups, charts, and data visualization
- Proficiency in Microsoft PowerPoint, including development of clear presentations and decision-support materials
- Strong written, verbal, and presentation communication skills
- Strong collaboration skills and ability to work effectively with cross-functional business partners
- Strong organization, attention to detail, judgment, accountability, and ability to manage multiple priorities and deadlines
- Experience using competitor filings, industry surveys, vendor data, external market-information sources, or illustration reports (Preferred)
Benefits
Comp & perks- Ability to work in-office, hybrid, or remotely, with arrangement decided with the leader during the hiring process
- Reasonable accommodations for applicants and candidates with disabilities
- Employee-centric hybrid work environment