Role Purpose The Senior Competitive Intelligence Analyst will provide an unbiased view of the competitive landscape of competitors’ product offerings, capabilities, and complete value proposition. Their analysis will help give Protective insights into the multiple components competitors bring to their products and overall value proposition for annuities and the retirement savings marketplace. This role collaborates within the Competitive Intelligence team to execute on research. To be successful, they need the ability to think both strategically and tactically about competitor products, services, and actions, and articulate the implications for Protective Life. ***This role will be titled Sr Associate Market Research within our organization.***
Key Responsibilities
• Serve as an internal consultant assisting with understanding of the competitive landscape for annuities.• Develop and execute ongoing mixed method research programs focusing on the strength and capabilities of competitors along core competencies: product specifications, product rates, service capabilities, sales process and strategies, technology partnerships and operational integration capabilities.
• Supports development of new ongoing annuity competitive intelligence programs and projects through the entire process from planning and research, to packaging and disseminating insights and conclusions.
• Analyze competitor products and capabilities on a continuous ongoing basis through quantitative and qualitative methodologies
• Creates and improves tactical-level product battlecards and other side-by-side comparisons of products, features, and capabilities for competitive sales analysis, intranet site, and training.
• Develop persuasive reports, presentations, and data dashboards to communicate research findings analysis and help make recommendations to key stakeholders.
• Conduct Win-Loss evaluations and catalog findings.
• Execute ad-hoc research based on situational requests for competitors’ products and capabilities, or other related market information.
• Serve as a point of contact for collaboration with the Market Research Team with reciprocal projects and information sharing.
• Performs other duties as assigned.
Qualifications & Experience
• 5 -years of total industry experience at an annuity carrier or broker-dealer (or Bank, BD, BGA, etc.) with experience in one of multiple fields from: product development, sales, marketing, account management, due diligence, market research, IT, or operations.o Experience at both an annuity carrier and broker-dealer, or in positions that closely engaged with the other is preferred.• High familiarity with or experience using web-based client and advisor-facing policy management or advising tools at either a carrier or broker-dealer.
• Working technical knowledge of annuity product types and features.
• Familiarity with the complete process for selling and servicing annuities and how they integrate into overall retirement planning.
• Bachelor’s degree required; relevant advanced degrees, executive education, and industry designations or licenses are preferred.
• Exceptional written communication and presentation skills with a demonstrated ability to influence.
• Experience thriving in a dynamic and collaborative structure with multiple stakeholders.
• Familiarity with analysis methods in a business or academic environment.
• Familiarity with AI tools, how to apply them for optimal outcomes and for limitations.
• Moderate analytic tool skills
o Excel, Required,
o PowerBi, Tableau, etc. Preferred.
Additional
#LI-VD1 IND123Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.