Job Summary

The Manager, Competitive Intelligence supports F&G’s annuity and life insurance product strategy, product development, and sales distribution efforts by delivering timely, accurate, and actionable competitive intelligence. The role researches, monitors, and analyzes competitor annuity and life insurance products, pricing, positioning, distribution activity, financial strength, and relevant market developments.

This individual translates complex competitive and market information into clear reports, product comparisons, presentations, and insights for Product leadership, Product Development, Sales, Distribution, and other business partners.

This position will report to the AVP, Annuity Product Development & Strategy.

Duties & Responsibilities

• Research, monitor, and analyze competitor annuity and life insurance products, product features, pricing, rates, riders, sales materials, illustrations, positioning, distribution activity, financial strength, and relevant market developments.
• Maintain a current understanding of competitor product offerings, target markets, distribution approaches, sales strategies, and strategic positioning; communicate material competitor or market changes to appropriate stakeholders in a timely manner.
• Produce accurate, timely, and useful competitive intelligence resources, including product comparison grids, rate comparisons, reports, presentations, illustrations, and other benchmarking materials for business partners and senior leadership.
• Translate quantitative and qualitative competitive research into clear insights regarding product opportunities, market trends, distribution implications, and potential risks.
• Present competitive intelligence findings, analyses, and market developments clearly and effectively to senior leadership, cross-functional stakeholders, and other business audiences.
• Partner with Product, Sales, Distribution, Marketing, Actuarial/Pricing, and other business partners to understand intelligence needs, respond to research requests, and provide relevant analysis for product-development and strategic-priority discussions.
• Identify, obtain, validate, organize, and maintain internal and external data sources, including competitor filings, industry surveys, vendor information, sales data, and market research, to support competitive analysis and benchmarking.
• Participate in relevant industry surveys, competitive intelligence initiatives, vendor relationships, and industry conferences to maintain awareness of market and competitor developments.
• Develop and improve repeatable Competitive Intelligence processes, reports, analytical tools, documentation, and reference materials to improve the efficiency, consistency, accuracy, and accessibility of information.

Supervisory Responsibilities:  This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.

Knowledge, Skills & Abilities

• Working knowledge of annuity and life products, features, product categories, and distribution models.
• Strong analytical and problem-solving skills; ability to synthesize data and information into actionable insights.
• Ability to evaluate internal product and business data alongside market information, distribution feedback, and Competitive Intelligence findings.
• Proficiency in Microsoft Excel, including formulas, pivot tables, lookups, charts, and data visualization.
• Proficiency in Microsoft PowerPoint, including development of clear presentations and decision-support materials.
• Strong written, verbal, and presentation communication skills.
• Strong collaboration skills and ability to work effectively with cross-functional business partners.
• Strong organization, attention to detail, judgment, accountability, and ability to manage multiple priorities and deadlines.

Minimum Qualifications

• 5+ year of relevant experience in the insurance or financial services industry
• Experience conducting competitive intelligence, competitive research, market analysis, or product comparison within the life insurance and annuity industry
• Working knowledge of life insurance and annuity products, annuity marketplaces, product features, product categories, distribution models, competitor dynamics, relevant regulatory considerations and sales processes
• Combination of education and experience considered in lieu of degree.
• Experience using competitor filings, industry surveys, vendor data, external market-information sources, or illustration reports (Preferred)

Other Requirements

• This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
• Perform other functions, duties and projects as assigned
• Regular and punctual attendance

Ability to travel up to:  10% of the time

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