Sr. Competitive Insights Analyst

Essential Responsibilities

• Researches competitors’ annuity product offering and product design.
• Collects data on competitors and analyzes their prices, sales, and methods of operation.
• Provides analysis on sales trends in the industry and product specific level analysis.
• Conducts research projects on new products and channels, as requested.
• Tracks competitors' interest rates and commissions.
• Updates and maintains content of internal competitor product database.
• Produces monthly and quarterly reports showing competitor product specifications.
• Conducts internal and external research projects upon request.
• Produces weekly competitor interest rate update reports for the Actuarial Department and Product Management.
• Provides written analysis on competitor trends on a monthly and quarterly frequency.
• Builds and maintains relationships with internal and externals contacts.
• Mentors less experienced Competitive Insights Analysts.
• Presents to stakeholders about the competitive landscape and acts as a subject matter expert for competitive products.

Qualifications

• Bachelor's Degree required.
• 3+ years competitive intelligence or financial services industry experience required.
• FINRA SIE, FINRA Series 6 or 7 required.