National Life Group is hiring: Retirement Business RFP Report Writer in Addison

Retirement Business RFP Report Writer

National Life Group

Join to apply for the Retirement Business RFP Report Writer role at National Life Group. Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

Note that we do not offer visa sponsorship for this position.

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 as 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 creative writing and preparation of information request responses and the preparation of proposals while serving on the Retirement Solutions Team. This position currently offers an onsite work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Essential Duties and Responsibilities

• 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 databases 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. in 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 written and verbal communication skills for interface with client partners and co-worker SMEs.
• Familiarity with proposal software and investment products in the retirement space.

Preferred Qualifications

• 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.
• Exceptional attention to detail.
• Excellent organizational skills.
• Strong communication skills.
• Ability to stay calm under pressure in a deadline-oriented position.
• Ability to quickly create concise, well-written responses to RFP information requirements.
• Ability to navigate and farm multiple databases for reporting and tracking purposes.
• Ability to edit and format Word documents quickly, with strong business and investment writing and editing skills, and communicate our business and products clearly to current relationships and prospective clients.
• 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!

Base Pay Range

The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position, taking into account factors such as prior experience and job-related knowledge; education, training, and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.

Additional Compensation and Benefits

The total compensation package for this position may also include a full range of medical, financial, and other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will" position and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

Salary Pay Range

$73,125 - $107,250 USD