Retirement Business RFP Report Writer

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

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 of a reasonable commuting distance to these offices.

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 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. 

The Proposal Writer will become an informed Subject Matter Expert (SME) in National Life Group’s firmwide information and marketing materials as well and the autonomous 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 creative writing and preparation of information request responses and the preparation of proposals while serving on the Retirement Solutions Team.

Essential Duties and Responsibilities

• 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
• 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. Marketing, Communication, Journalism, Writing or equivalent work experience.
• Five years of investment or annuity industry experience with a minimum of three years in RFP or investment marketing project engineering/ project management or process engineering.
• Organizational skills and time management.
• Effective communications skills both written and verbal for interface with Client partners, and co-worker SMEs.
• Familiarity  with Proposal Software and investment products in the retirement space.

Preferred Qualifications

• Possess ability to effectively work on multiple investment projects at the same time autonomously
• Become the Subject Matter Expert on National Life Group and its full menu of retirement products
• Ability to work in a fast-paced work environment with tight deadlines
• Possess extremely high level of attention to detail.
• Possess exceptional organizational skills.
• Possess excellent communication skills.
• Possess the ability to stay calm under pressure in a deadline oriented position.
• Possess the ability to quickly create concise, well written responses to RFP information requirements.
• Ability to navigate and farm multiple databases for reporting and tracking purposes
• Possess the ability to edit and format Word documents quickly and to also possess strong business and investment writing and editing skills, with the ability to clearly and accurately communicate our business and products to current relationships and prospective clients; and
• Possess a clear desire to expand industry knowledge
• Travel up to 15%

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!