Overview
Retirement Business RFP Report Writer
Please note that we do not offer visa sponsorship for this position.
Join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group ("NLG"), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values : Do Good. Be Good. Make Good.
Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard. We invite you to explore what we have to offer and to join our cause.
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 is responsible for responding to requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires while maintaining a company information database for 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 a Subject Matter Expert (SME) in National Life Group’s firmwide information and marketing materials and the 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 creation of information responses and proposals while serving on the Retirement Solutions Team.
Responsibilities
- Proposal Development and Project Management
- Stakeholder Collaboration and Content Strategy
- Database and AI Tool Maintenance
- Business Development Support and Reporting
This role is a frontline SME, creator, writer, and enabler of NLG’s growth in the institutional retirement space. Proposals authored directly initiate sales of millions in assets under management via new plan acquisition, plan retention, and field enablement. Effective RFP creation, management, and delivery enhance the organization’s credibility and trust with public-sector employers.
Working Relationships
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 levelSource and write RFPs, Standard Proposals, and ad hoc requests for plan maintenance and business development opportunitiesCollaborate with internal subject matter experts to prepare answers, consolidate, proof, print, and shipUpdate RFP database with latest answersNavigate and update AI tool with latest responses to enhance future answersProvide reporting on RFPs with weekly progress reports and monthly updatesSource resources like BidPrime and other industry databases to find relevant RFPs and pre-qualify National Life Group responsesSupport Retirement Services with marketing content, materials, and effortsMaintain current and accurate proposal answers and standard templatesProposal Development & Project Management
Lead end-to-end execution of RFPs, RFIs, and due diligence questionnairesReview RFP requirements and develop proposal strategies with Relationship Managers, Consultants, Product, Legal, and ComplianceWrite and edit technical and marketing content that communicates NLG's value propositionManage timelines, schedules, style guides, internal approvals, and submission logisticsStrategic Outcomes
Improve NLG’s win rate and competitiveness through high-quality, on-time RFP submissionsMaintain 100% SLA compliance on proposal delivery deadlinesPartner with Field and RM teams to ensure accurate plan implementation and onboarding readinessEstablish scalable, searchable content systems (Loopio, AI tools, SharePoint) to reduce response timeEssential Duties and Responsibilities
Manage end-to-end RFP, RFI, and due diligence questionnaire responses to ensure timely, accurate, and compliant submissionsReceive and review initial bid requests, noting key technical, financial, and scheduling requirements and risksCoordinate internal kick-off meetings, proposal planning, and review sessions with Retirement Consultants, Relationship Managers, Legal, Compliance, and ProductPrepare proposal strategies and manage associated documentation (outlines, schedules, style guides)Lead proposal strategy meetings and independently develop proposal summaries aligned to client objectivesTrack all deliverables and maintain accountability for on-time proposal submission across all channelsContent Management & Tools
Manage and maintain the RFP content database, ensuring it reflects current, accurate product and service capabilitiesOrganize past and current proposals in a centralized repository for ease of reuseUse and update AI-supported content tools to enhance proposal qualityContinue building knowledge of company offerings and retirement products to align with business prioritiesResearch, Sourcing & Business Development Support
Proactively source new RFP opportunities via websites and procurement platformsPre-qualify RFPs to assess alignment with National Life Group's capabilities and objectivesSupport standard proposal and marketing material development for new business pursuits or plan maintenanceIdentify trends in proposal submissions and provide insights for process improvementTracking, Reporting & Continuous Improvement
Provide weekly progress updates and monthly summaries for all in-flight and completed submissionsEnsure all proposal materials are logged, archived, and accessible for future useConduct post-submission reviews to identify content gaps or process bottlenecksImplement refinements to improve quality, efficiency, and win rateKey Success Factors
Maintain quality results using templates and standard proposal-writing practicesMaintain knowledge of approved vendors, pricing, products, and servicesEnsure 100% on-time delivery with minimal errorsIncorporate feedback for continuous improvementMinimum Qualifications
Education and Experience
B.A. in Marketing, Communication, Journalism, Writing or equivalentFive years in investment or annuity industry with at least three years in RFP or investment marketing / project managementStrong organizational and time management skillsEffective written and verbal communication with clients and SMEsFamiliarity with Proposal Software and retirement productsAdditional Requirements
Ability to manage multiple investment projects concurrentlyBecome SME on National Life Group and retirement productsWork in a fast-paced environment with tight deadlinesHigh attention to detail and strong organizational skillsExcellent communication and calm under pressureAbility to write concise, well-written RFP responsesNavigate multiple databases for reporting and trackingAbility to edit and format Word documents quickly with strong business writing skillsDesire to expand industry knowledgeTravel Up to 15%All other duties as assignedOnsite in Addison, TX or Montpelier, VT with in-office requirementPreferred Qualifications
See qualifications aboveBenefits
Benefits start day one and are flexible. See BENEFITS of a Career at National Life.The base compensation range represents the low and high end of the range for this position. Actual compensation will vary. National Life offers a comprehensive rewards package including 401(k) match, medical / dental / vision, paid holidays, paid time off, parental and family leave, and more. National Life Group is an equal opportunity employer. This position remains open until filled. National Life Group is a trade name of National Life Insurance Company and affiliates. Equal opportunity information is available in our Know Your Rights notices.
#J-18808-Ljbffr