Sr Competitive Intelligence Analyst- Product Management (Remote)
Summary
Senior Competitive Intelligence Analyst analyzing the annuity and retirement savings competitive landscape—creating battlecards, dashboards, and reports using Excel and data visualization tools to inform product and sales strategy at Protective Life.
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
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.
• 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.
• 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.
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Employee 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.
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- Are you legally authorized to work in the United States? choose one
- Do you now, or will you in the future, require immigration sponsorship for work authorization (e.g., H-1B)? choose one
- Have you ever been employed with Protective or one of its affiliates? choose one
- What is your target compensation (salary and bonus)?
- Do you have any family members who are employed with Protective? written answer
- How did you hear about this opportunity? choose one · optional
- Do you have a distraction free workspace and consistent access to internet with speeds of 10 Mbps for downloads and 5-10 Mbps for uploads? (you can check it here https://www.att.com/support/speedtest/) choose one · optional
- Do you have at least 5 years of total industry experience within an annuity carrier, broker-dealer, bank, BGA, or related financial services organization?
- Do you have experience working with annuity products, including your familiarity with product types, features, rates, riders, and overall value proposition?
- Have you worked directly in, or closely with, product development, sales, marketing, account management, due diligence, market research, IT, or operations within the annuity or retirement savings space?
- Do you have experience analyzing competitor products, capabilities, service models, sales strategies, or technology platforms to identify market trends and business implications?
- Have you developed competitive intelligence deliverables such as battlecards, side-by-side product comparisons, market summaries, dashboards, reports, or stakeholder presentations?
- Can you describe your experience conducting qualitative and/or quantitative research, including how you gather, validate, analyze, and package insights for business stakeholders?
- How familiar are you with the complete process of selling and servicing annuities, including how annuities fit into broader retirement planning strategies? written answer
- Have you used web-based client-facing or advisor-facing policy management, sales, servicing, or advisory tools at a carrier, broker-dealer, or related financial services firm?
- What is your level of proficiency with Excel, and do you have experience using tools such as Power BI, Tableau, or similar platforms to build reports, dashboards, or data-driven insights?
- Have you you used AI tools or analytic technology to support research, improve efficiency, or strengthen the quality of business recommendations, while also recognizing limitations or risks?