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National Life Group · 1 day ago

Retirement Business RFP Report Writer

Addison, TX

Contract

Hybrid

Mid, Senior Level

$77K/yr - $113K/yr

5+ years exp

National Life Group is one of America’s fastest-growing insurance companies, aiming to provide stability and peace of mind to families since 1848. The Retirement RFP Writer plays a strategic role in supporting the growth of the Retirement Business by producing high-quality proposals that contribute to new plan acquisition and client retention.

Health CareInsuranceLife Insurance

No H1B

Responsibilities

He/she will work directly with the Head of Retirement Solutions, Relationship Managers, Retirement Consultants, VP of Retirement Business, Legal, and Distribution Leaders to respond to requests with defined goals to acquire and retain retirement business at the institutional level

Source and write request for proposals (RFPs), Standard Proposals, Ad hoc requests for plan maintenance and business development opportunities

Work with all internal subject matter experts (SMEs) to prepare answers, consolidate, proof, print and ship

Update RFP database with all latest answers

Navigate and update AI tool with latest responses to assist with enhancing future answers

Provide reporting on RFPs with weekly progress reports and monthly updates

Source key resources like BidPrime and other industry database to find relevant RFPs and pre-qualify National Life Group responses

Support Retirement Services with all other marketing content, materials, and efforts

Maintain current and accurate proposal answer and standard proposal templates by offering

Improve NLG’s win rate and competitiveness through high-quality, on-time RFP submissions

Maintain 100% SLA compliance on proposal delivery deadlines

Partner with Field and RM teams to ensure accurate plan implementation and onboarding readiness

Qualification

RFP writingInvestment marketingProject managementProposal SoftwareCommunication skillsBusiness writingEditing skillsOrganizational skillsTime managementAttention to detail

Required

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

Preferred

Possess ability to effectively work on multiple investment projects at the same time autonomously

Become the Subject Matter Expert on National Life Group and its full menu of retirement products

Ability to work in a fast-paced work environment with tight deadlines

Possess extremely high level of attention to detail

Possess exceptional organizational skills

Possess excellent communication skills

Possess the ability to stay calm under pressure in a deadline oriented position

Possess the ability to quickly create concise, well written responses to RFP information requirements

Ability to navigate and farm multiple databases for reporting and tracking purposes

Possess the ability to edit and format Word documents quickly and to also possess strong business and investment writing and editing skills, with the ability to clearly and accurately communicate our business and products to current relationships and prospective clients

Possess a clear desire to expand industry knowledge

Travel up to 15%

Benefits

Your benefits start day one and are flexible and customizable to your and your family’s specific needs.

Medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave)

Participate in National Life’s discretionary annual incentive programs