Retirement Business RFP Report Writer

Retirement Business RFP Report Writer

Come 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.

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 would be responsible for responding to requests for Request for Proposal ("RFP") responses, Request for Information ("RFI"), and due diligence questionnaires while maintaining a company information database for use in 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.

This role is a frontline subject matter expert, creator, writer, and enabler of NLG's growth in the highly competitive institutional retirement space. Proposals authored directly initiate sales of millions in assets under management via new plan acquisition, plan retention, and field enablement.

Working Relationships :

• He / she will 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 request for proposals (RFPs), Standard Proposals, Ad hoc requests for plan maintenance and business development opportunities
• Work with all internal subject matter experts (SMEs) to prepare answers, consolidate, proof, print and ship
• Update RFP database with all latest answers
• Navigate and update AI tool with latest responses to assist with enhancing future answers
• Provide reporting on RFPs with weekly progress reports and monthly updates
• Source key resources like BidPrime and other industry database to find relevant RFPs and pre-qualify National Life Group responses
• Support Retirement Services with all other marketing content, materials, and efforts
• Maintain current and accurate proposal answer and standard proposal templates by offering

Proposal Development & Project Management :

Strategic Outcomes :

Essential Duties and Responsibilities :

Stakeholder Collaboration & Content Strategy :

Content Management & Tools :

Research, Sourcing & Business Development Support :

Tracking, Reporting & Continuous Improvement :

Key Success Factors :

Minimum Qualifications :

Additional Requirements :

Travel Up to 15%