Proposal Writer - Retirement Plans

12 hours ago

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The Standard

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Group and individual disability insurance • Group life insurance • AD&D, vision and dental insurance • retirement plans products and services • individual annuities and investment advice.

1001 - 5000

Description

• Deliver quality communications that support and shape the Retirement Plans (RP) business and sales goals. • Provide leadership in driving sales and retention through the Request for Proposal (RFP) process. • Manage the RFP process, including developing and implementing recommendations to enhance the effectiveness of RFP responses. • Lead the development of custom and stock proposals that position The Standard as the preferred provider. • Serve as key liaison with RP subject matter experts to obtain consultative responses to RFP questions.

Requirements

• Prior experience in a proposal writing setting required - proposal writing, marketing, product support, or communications experience is preferred. • Prior experience in the retirement space is preferred. • Strong project management skills to assure all tasks are identified and completed within tight deadlines. • This includes organizational, planning and decision-making skills to coordinate multiple proposals and projects. • Strong technical experience with Salesforce preferred. • Must have strong experience using Microsoft Word and Excel. • Experience with dedicated RFP software, Qvidian, preferred. • Other industry sales tools such as RPAG, FiRM, etc. are a plus. • RPF ASPPA (Retirement Plan Fundamentals - American Society of Pension Professionals & Actuaries) designation preferred, but not required. • Completion of the ASPPA course will be required within 6 months of hire. • Minimum 3 years of proposal writing required.

Benefits

• A rich benefits package including a 401(k) plan with matching company contributions • An annual incentive bonus plan • Generous paid time off • A supportive and responsive management approach • Opportunities for career growth and advancement • Paid time off to volunteer • An employee giving program that double matches your donations to eligible nonprofits and schools • Much more!