Retirement Business RFP Report Writer
National Life Group, Addison, TX, United States
Overview
Come join one of America’s fastest-growing insurance companies. National Life Group has aimed to keep our promises since 1848, providing families with stability in good times and in bad. Our mission includes grants from our charitable foundation, paid volunteer time for employees, environmentally sustainable and healthy workplaces, and events that promote nonprofits. We live our values: Do good. Be good. Make good. This position is ideally based in Addison, TX or Montpelier, VT with a hybrid work arrangement. Remote work may be considered for candidates located outside a reasonable commuting distance to these offices. We do not offer visa sponsorship for this position. 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 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 responds to requests for RFPs, RFIs, and due diligence questionnaires, maintains a company information database for responding to RFPs, sources requests, manages the proposal process, and ensures all proposals meet the company’s high standards of quality. The RFP writer becomes a Subject Matter Expert (SME) in the firm’s information and marketing materials and the full line of retirement products and platforms, contributing to Retirement Business initiatives through writing and preparation of information responses and proposals. Essential Duties And Responsibilities
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 (SMEs) to prepare answers, consolidate, proof, print, and ship Update RFP database with the latest answers Navigate and update AI tools with the 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 and materials Maintain current proposal answers and standard proposal templates 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 Minimum Qualifications
B.A. in Marketing, Communication, Journalism, Writing or equivalent experience Five years of investment or annuity industry experience with at least three years in RFP or investment marketing project management or process engineering Strong organizational and time management skills Effective written and verbal communications for interfacing with clients and internal SMEs Familiarity with proposal software and retirement investment products Preferred Qualifications
Ability to manage multiple projects concurrently and autonomously Subject Matter Expert on National Life Group and its retirement products Ability to work in a fast-paced environment with tight deadlines High attention to detail and strong organizational skills Excellent communication skills and calm under pressure Ability to create concise, well-written responses to RFP information requirements Ability to navigate multiple databases for reporting and tracking Strong editing and formatting skills for Word documents and ability to clearly communicate business and product information Desire to expand industry knowledge Travel up to 15% Benefits
Benefits start day one and are flexible and customizable to your needs. See company benefits for more information.
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Come join one of America’s fastest-growing insurance companies. National Life Group has aimed to keep our promises since 1848, providing families with stability in good times and in bad. Our mission includes grants from our charitable foundation, paid volunteer time for employees, environmentally sustainable and healthy workplaces, and events that promote nonprofits. We live our values: Do good. Be good. Make good. This position is ideally based in Addison, TX or Montpelier, VT with a hybrid work arrangement. Remote work may be considered for candidates located outside a reasonable commuting distance to these offices. We do not offer visa sponsorship for this position. 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 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 responds to requests for RFPs, RFIs, and due diligence questionnaires, maintains a company information database for responding to RFPs, sources requests, manages the proposal process, and ensures all proposals meet the company’s high standards of quality. The RFP writer becomes a Subject Matter Expert (SME) in the firm’s information and marketing materials and the full line of retirement products and platforms, contributing to Retirement Business initiatives through writing and preparation of information responses and proposals. Essential Duties And Responsibilities
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 (SMEs) to prepare answers, consolidate, proof, print, and ship Update RFP database with the latest answers Navigate and update AI tools with the 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 and materials Maintain current proposal answers and standard proposal templates 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 Minimum Qualifications
B.A. in Marketing, Communication, Journalism, Writing or equivalent experience Five years of investment or annuity industry experience with at least three years in RFP or investment marketing project management or process engineering Strong organizational and time management skills Effective written and verbal communications for interfacing with clients and internal SMEs Familiarity with proposal software and retirement investment products Preferred Qualifications
Ability to manage multiple projects concurrently and autonomously Subject Matter Expert on National Life Group and its retirement products Ability to work in a fast-paced environment with tight deadlines High attention to detail and strong organizational skills Excellent communication skills and calm under pressure Ability to create concise, well-written responses to RFP information requirements Ability to navigate multiple databases for reporting and tracking Strong editing and formatting skills for Word documents and ability to clearly communicate business and product information Desire to expand industry knowledge Travel up to 15% Benefits
Benefits start day one and are flexible and customizable to your needs. See company benefits for more information.
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