Retirement Business RFP Report Writer Job at National Life Group in Montpelier

Overview

Retirement Business RFP Report Writer

Please note that we do not offer visa sponsorship for this position.

Join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group ("NLG"), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good.

Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard. We invite you to explore what we have to offer and to join our cause.

Role Summary

The Retirement RFP Writer plays a strategic role in fueling the growth of National Life Group’s Retirement Business. By producing high-quality, compliant, and compelling proposals, this position directly contributes to new plan acquisition, client retention, and the company’s competitive positioning in the 403(b), 457(b), and institutional retirement markets.

As part of the Retirement Solutions Team, this position is responsible for responding to requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires while maintaining a company information database for responding to RFPs, sourcing requests, project management associated with the proposal process, and ensuring that all proposals meet the company’s high standards of quality. The Proposal Writer will become a Subject Matter Expert (SME) in National Life Group’s firmwide information and marketing materials and the SME on NLG’s full line of product offerings and retirement platforms. The RFP writer will contribute to the Company’s Retirement Business initiatives through the creation of information responses and proposals while serving on the Retirement Solutions Team.

Responsibilities

• Proposal Development and Project Management
• Stakeholder Collaboration and Content Strategy
• Database and AI Tool Maintenance
• Business Development Support and Reporting

This role is a frontline SME, creator, writer, and enabler of NLG’s growth in the institutional retirement space. Proposals authored directly initiate sales of millions in assets under management via new plan acquisition, plan retention, and field enablement. Effective RFP creation, management, and delivery enhance the organization’s credibility and trust with public-sector employers.

Working Relationships

• Work directly with the Head of Retirement Solutions, Relationship Managers, Retirement Consultants, VP of Retirement Business, Legal, and Distribution Leaders to respond to requests with defined goals to acquire and retain retirement business at the institutional level
• Source and write RFPs, Standard Proposals, and ad hoc requests for plan maintenance and business development opportunities
• Collaborate with internal subject matter experts to prepare answers, consolidate, proof, print, and ship
• Update RFP database with latest answers
• Navigate and update AI tool with latest responses to enhance future answers
• Provide reporting on RFPs with weekly progress reports and monthly updates
• Source resources like BidPrime and other industry databases to find relevant RFPs and pre-qualify National Life Group responses
• Support Retirement Services with marketing content, materials, and efforts
• Maintain current and accurate proposal answers and standard templates

Proposal Development & Project Management

• Lead end-to-end execution of RFPs, RFIs, and due diligence questionnaires
• Review RFP requirements and develop proposal strategies with Relationship Managers, Consultants, Product, Legal, and Compliance
• Write and edit technical and marketing content that communicates NLG's value proposition
• Manage timelines, schedules, style guides, internal approvals, and submission logistics

Strategic Outcomes

• Improve NLG’s win rate and competitiveness through high-quality, on-time RFP submissions
• Maintain 100% SLA compliance on proposal delivery deadlines
• Partner with Field and RM teams to ensure accurate plan implementation and onboarding readiness
• Establish scalable, searchable content systems (Loopio, AI tools, SharePoint) to reduce response time

Essential Duties and Responsibilities

• Manage end-to-end RFP, RFI, and due diligence questionnaire responses to ensure timely, accurate, and compliant submissions
• Receive and review initial bid requests, noting key technical, financial, and scheduling requirements and risks
• Coordinate internal kick-off meetings, proposal planning, and review sessions with Retirement Consultants, Relationship Managers, Legal, Compliance, and Product
• Prepare proposal strategies and manage associated documentation (outlines, schedules, style guides)
• Lead proposal strategy meetings and independently develop proposal summaries aligned to client objectives
• Track all deliverables and maintain accountability for on-time proposal submission across all channels

Content Management & Tools

• Manage and maintain the RFP content database, ensuring it reflects current, accurate product and service capabilities
• Organize past and current proposals in a centralized repository for ease of reuse
• Use and update AI-supported content tools to enhance proposal quality
• Continue building knowledge of company offerings and retirement products to align with business priorities

Research, Sourcing & Business Development Support

• Proactively source new RFP opportunities via websites and procurement platforms
• Pre-qualify RFPs to assess alignment with National Life Group's capabilities and objectives
• Support standard proposal and marketing material development for new business pursuits or plan maintenance
• Identify trends in proposal submissions and provide insights for process improvement

Tracking, Reporting & Continuous Improvement

• Provide weekly progress updates and monthly summaries for all in-flight and completed submissions
• Ensure all proposal materials are logged, archived, and accessible for future use
• Conduct post-submission reviews to identify content gaps or process bottlenecks
• Implement refinements to improve quality, efficiency, and win rate

Key Success Factors

• Maintain quality results using templates and standard proposal-writing practices
• Maintain knowledge of approved vendors, pricing, products, and services
• Ensure 100% on-time delivery with minimal errors
• Incorporate feedback for continuous improvement

Minimum Qualifications

Education and Experience

• B.A. in Marketing, Communication, Journalism, Writing or equivalent
• Five years in investment or annuity industry with at least three years in RFP or investment marketing/project management
• Strong organizational and time management skills
• Effective written and verbal communication with clients and SMEs
• Familiarity with Proposal Software and retirement products

Additional Requirements

• Ability to manage multiple investment projects concurrently
• Become SME on National Life Group and retirement products
• Work in a fast-paced environment with tight deadlines
• High attention to detail and strong organizational skills
• Excellent communication and calm under pressure
• Ability to write concise, well-written RFP responses
• Navigate multiple databases for reporting and tracking
• Ability to edit and format Word documents quickly with strong business writing skills
• Desire to expand industry knowledge

• Travel Up to 15%
• All other duties as assigned
• Onsite in Addison, TX or Montpelier, VT with in-office requirement

Preferred Qualifications

• See qualifications above

Benefits

• Benefits start day one and are flexible. See BENEFITS of a Career at National Life.

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary. National Life offers a comprehensive rewards package including 401(k) match, medical/dental/vision, paid holidays, paid time off, parental and family leave, and more. National Life Group is an equal opportunity employer. This position remains open until filled. National Life Group is a trade name of National Life Insurance Company and affiliates. Equal opportunity information is available in our Know Your Rights notices.