Sr Competitive Intelligence Analyst- Product Management (Remote)

Protective Life; United States; On-site; USD 77,000 - 80,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company matching

Pension plan

Paid time off and parental leave

Job summary

Protective Life is seeking a Senior Competitive Intelligence Analyst to provide an unbiased view of the competitive landscape for annuities and retirement products. The role collaborates within the Competitive Intelligence team to translate research into insights, battlecards, and dashboards for stakeholders.

The position will be titled Sr Associate Market Research internally and requires strong communication, cross-functional collaboration, and familiarity with AI tools to enhance analysis.

Qualifications

• Bachelor's degree required; advanced degrees preferred.
• 5+ years of experience in annuity or market research.
• Experience with AI tools and their limitations.
• Strong written communication and presentation skills with influence.
• Experience collaborating with multiple stakeholders.

Responsibilities

• Serve as internal consultant on competitive landscape for annuities.
• Develop research programs focused on product specs, rates, and services.
• Build and disseminate insights; create battlecards and comparisons.
• Produce persuasive reports and data dashboards for stakeholders.
• Conduct win-loss evaluations and respond to ad-hoc requests.
• Collaborate with Market Research Team on reciprocal projects.
• Perform other duties as assigned.

Skills

Analytical thinking

Written communication

Presentation skills

Influence

Cross-functional collaboration

Education

Bachelor's degree

Advanced degrees or licenses preferred

Tools

Power BI

Tableau

Job description

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

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.oExperience 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

oExcel, Required,

O PowerBi, Tableau, Etc. Preferred.

IND123

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 [e-mail]. 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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Protective's targeted salary range for this position is $76,500 to $80,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees.

This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance.