Jackson

Sr. Competitive Insights Analyst

Jackson$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required.
  • 3+ years in competitive intelligence or financial services necessary.
  • FINRA SIE, FINRA Series 6 or 7 required.
  • Strong analytical and detail-oriented skills required.
  • Excellent verbal and written communication skills necessary.

Responsibilities

  • Research competitors' annuity product offerings and designs.
  • Analyze competitors' prices, sales, and operational methods.
  • Provide analysis on industry sales trends and product-specific insights.
  • Conduct research projects on new products and channels as needed.
  • Maintain and update internal competitor product database contents.
  • Produce timely monthly and quarterly reports on competitor product specifications.
  • Communicate competitive analysis insights to stakeholders effectively.

Benefits

  • Opportunities for professional growth and development.
  • Mentorship roles for continuous knowledge sharing.
  • Engagement with various internal teams for collaborative insights.
  • Access to competitive intelligence resources and databases.
Full Job Description
If you are an internal associate, please login to Workday and apply through Jobs Hub.

Job Purpose

The Sr. Competitive Insights Analyst researches and analyzes qualitative and quantitative data on competitors and their products to identify market trends and potential. Maintains and develops competitive intelligence databases and prepares reports as required. The Sr. Competitive Insights Analyst also provides consultation on competitive products to Wholesalers and employees, as well as mentors less experienced Competitive Insights Analysts.

Essential Responsibilities

  • Researches competitors' annuity product offering and product design.
  • Collects data on competitors and analyzes their prices, sales, and methods of operation.
  • Provides analysis on sales trends in the industry and product specific level analysis.
  • Conducts research projects on new products and channels, as requested.
  • Tracks competitors' interest rates and commissions.
  • Updates and maintains content of internal competitor product database.
  • Produces monthly and quarterly reports showing competitor product specifications.
  • Conducts internal and external research projects upon request.
  • Produces weekly competitor interest rate update reports for the Actuarial Department and Product Management.
  • Provides written analysis on competitor trends on a monthly and quarterly frequency.
  • Partners with the Investment Specialist team to provide competitive analysis on sub-account options, costs and trends.
  • Builds and maintains relationships with internal and externals contacts.
  • Mentors less experienced Competitive Insights Analysts.
  • Presents to stakeholders about the competitive landscape and acts as a subject matter expert for competitive products.


Other Duties

  • Performs other duties and/or projects as assigned.


Knowledge, Skills and Abilities

  • Financial services industry experience preferred.
  • Broad knowledge of annuities products a plus.
  • Excellent verbal and written communication skills.
  • Ability to communicate effectively with all levels within the organization.
  • Ability to analyze, interpret and present complex concepts.
  • Knowledge of MS Office and other relevant systems.
  • Ability to prioritize, handle multiple tasks and meet deadlines.
  • Strong analytical and detail oriented.


Qualifications
  • Bachelor's Degree required.
  • 3+ years competitive intelligence or financial services industry experience required.
  • FINRA SIE, FINRA Series 6 or 7 required.
  • Applicants without the required registration(s) will have 90 days to obtain the required registration(s), but will be limited in job function until complete registration(s) is obtained.


About Jackson

Jackson Careers

Join the vibrant team at Jackson, a leader in industry innovation and growth. At Jackson, we offer more than just job opportunities; we provide a platform for professional development and leadership in a diverse and inclusive environment.

Work You’ll Do

At Jackson, you’ll be part of a dynamic team committed to excellence and innovation. Our company is at the forefront of industry leadership, providing a wealth of opportunities for career advancement and professional growth. Whether you’re looking for a full-time position or an internship, Jackson is the place where your skills will be honed, and your professional aspirations realized.

Explore Jackson’s Employment Opportunities

We are constantly expanding our team with talented individuals who are eager to drive innovation and lead in their respective fields. Our hiring process is designed to identify and nurture such talent, ensuring that every team member is equipped to contribute effectively. From your initial interview to your ongoing career development, Jackson supports you at every step.

Internship Programs

Kickstart your career with a Jackson internship. Gain invaluable industry experience, develop your skills, and build a professional network that will serve you throughout your career. Our internships offer a unique insight into our company culture and operations, setting the stage for future employment opportunities.

Benefits and Culture

At Jackson, we believe that our team is our greatest asset. We are committed to providing comprehensive benefits that promote health, well-being, and work-life balance. Our culture is built on a foundation of respect, diversity, and inclusion, ensuring that all team members feel valued and inspired.

Professional Growth and Development

We are dedicated to the continuous professional development of our employees. Jackson offers diverse training programs, including leadership development and diversity training, to help you grow at every stage of your career. Our commitment to your growth is matched by our commitment to innovation and excellence in everything we do.

Join Our Team

Search open positions that match your skills and interests on the Jackson Jobs portal. We look for passionate, curious, creative, and solution-driven team players. Ready to take the next step in your career? Explore the exciting and rewarding opportunities at Jackson today.

Stay Connected

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Networking and Career Advancement

At Jackson, networking is at the heart of professional and personal advancement. Engage with leaders and peers within the company through various platforms and events. These interactions provide valuable insights and opportunities that can propel your career forward. Join Jackson, where your career is our priority, and your potential is our investment. Let’s innovate and lead together in this dynamic industry.
Learn more about Jackson
Market Cap
$2.8 billion
Industry
5 Year Trend
+12.1%

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