Competitive Intelligence Analyst

Jobtailor

California (MO)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Job summary

Jobtailor is seeking a Senior Competitive Intelligence professional to lead analysis across Life & Annuity markets. You will monitor competitor activity, collaborate with product, pricing, and sales teams, and translate complex data into actionable insights for executives.

The role requires 4+ years in CI/market research within Life & Annuity, strong analytical skills, and proficiency with Microsoft Office and BI tools. This is a full-time on-site position in the US market.

Qualifications

Bachelor’s degree in business, Finance, Economics, Marketing, Insurance, or related field.
FLMI or other insurance industry designations preferred.
4+ years of experience within Life & Annuity industry in Competitive Intelligence, Market Research, Product management, Product Development, Pricing, Sales Enablement.
Strong understanding of annuity and life insurance products and competitive marketplace dynamics.
Advanced research and analytical skills.
Proficiency in Microsoft Office applications such as Excel (advanced), PowerPoint, Word, and SharePoint.
Experience building Power BI dashboard is nice to have.
Experience working with competitive intelligence databases and research tools such as LifeTrends, Competiscan, Compu Life, Wink, Annuity Rate Watch, LIMRA, Beacon, and related industry resources.
Experience leveraging AI tools such as Microsoft Copilot to improve research and productivity.
Excellent written, verbal, and presentation skills with ability to communicate effectively with executives and senior leaders.
Ability to simplify complex concepts into clear, actionable recommendations.
Strong storytelling and data visualization capabilities.

Responsibilities

Monitor competitor activity across the life insurance and annuity markets.
Collaborate with Product, Pricing, Sales, Marketing, Strategy, and Leadership teams and serve as a trusted partner.
Conduct competitive research & analyze on Life & Annuity carriers, products, distribution models, and market strategies.
Track industry trends, sales results, market share changes, earnings releases, and strategic developments.
Create and maintain Competitive intelligence materials such as Competitor profiles, Sales Battlecards, Competitive Flyers, Product Comparison Guides, executive briefings.
Review product filings, prospectuses, rate sheets, product guides, and regulatory submissions and translate information into actionable business insights.
Partner with Sales, Distribution, and Wholesaling teams to support competitive sales efforts.
Create comparison tools that help differentiate company solutions.
Deliver recurring competitive intelligence reports and market updates.
Present insights and recommendations to business leaders and stakeholders for better decision making.
Deliver insights in clear, concise, and actionable formats.
Leverage AI and approved technologies to improve research and insight generation.
Identify opportunities to automate reporting and monitoring processes.
Maintain competitive intelligence repositories and knowledge resources.

Skills

Competitive Analysis

Data Visualization

Product Management

Product Development

Pricing Strategy

Sales Enablement

Research Methodologies

Report Generation

Market Trend Analysis

Comparison Tool Creation

Education

Bachelor’s Degree

FLMI

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Microsoft SharePoint

Power BI

LifeTrends

Competiscan

Compu Life

Wink

Annuity Rate Watch

Job description

Monitor competitor activity across the life insurance and annuity markets.
Collaborate with Product, Pricing, Sales, Marketing, Strategy, and Leadership teams and serve as a trusted partner.
Conduct competitive research & analyze on Life & Annuity carriers, products, distribution models, and market strategies.
Track industry trends, sales results, market share changes, earnings releases, and strategic developments.
Create and maintain Competitive intelligence materials such as Competitor profiles, Sales Battlecards, Competitive Flyers, Product Comparison Guides, executive briefings.
Review product filings, prospectuses, rate sheets, product guides, and regulatory submissions and translate information into actionable business insights.
Partner with Sales, Distribution, and Wholesaling teams to support competitive sales efforts.
Create comparison tools that help differentiate company solutions.
Deliver recurring competitive intelligence reports and market updates.
Present insights and recommendations to business leaders and stakeholders for better decision making.
Deliver insights in clear, concise, and actionable formats.
Leverage AI and approved technologies to improve research and insight generation.
Identify opportunities to automate reporting and monitoring processes.
Maintain competitive intelligence repositories and knowledge resources.

Requirements

Bachelor’s degree in business, Finance, Economics, Marketing, Insurance, or a related field.
FLMI or other insurance industry designations preferred.
4+ years of experience within Life & Annuity industry in the field of Competitive Intelligence, Market Research, Product management, Product Development, Pricing, Sales Enablement.
Strong understanding of annuity and life insurance products and competitive marketplace dynamics.
Advanced research and analytical skills.
Proficiency in Microsoft Office applications such as Excel (advanced), PowerPoint, Word, and SharePoint.
Experience building Power BI dashboard is nice to have.
Experience working with competitive intelligence databases and research tools such as LifeTrends, Competiscan, Compu Life, Wink, Annuity Rate Watch, LIMRA, Beacon, and related industry resources.
Experience leveraging AI tools such as Microsoft Copilot to improve research and productivity.
Excellent written, verbal, and presentation skills with ability to communicate effectively with executives and senior leaders.
Ability to simplify complex concepts into clear, actionable recommendations.
Strong storytelling and data visualization capabilities.

Core Competencies

Demonstrates expertise in Competitive Intelligence and Market Research within the Life and Annuity industry, leveraging advanced analytical skills and proficiency in Microsoft Office applications to deliver actionable insights and strategic recommendations. Capable of simplifying complex data into clear presentations for executive decision-making.

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