Retirement Business RFP Report Writer

Retirement Business RFP Report Writer

Please note that we do not offer visa sponsorship for this position.

Come 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 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 and 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 the creative writing and preparation of information request responses and the preparation of proposals while serving on the Retirement Solutions Team.
 

• Proposal Development & Project Management
• Stakeholder Collaboration & Content Strategy
• Database & AI Tool Maintenance
• Business Development Support & Reporting
  
  

This role is a frontline subject matter expert, creator, writer, and enabler of NLG’s growth in the highly competitive 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 enhances the credibility of the organization and builds trust with our public-sector employers.

 

WORKING RELATIONSHIPS:

• He/she will 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 database 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
  
  

Proposal Development & Project Management

• Lead end-to-end execution of RFPs, RFIs, and due diligence questionnaires for the Retirement Business.

• Review RFP requirements and develop proposal strategies in collaboration with Relationship Managers, Consultants, Product, Legal, and Compliance.
• Write and edit technical and marketing content that clearly communicates NLG's value proposition.
• Manage timelines, schedules, style guides, internal approvals, and submission logistics.
• Stakeholder Collaboration & Content Strategy
• Partner with subject matter experts (SMEs) to ensure answers are current, accurate, and compliant.
• Refine pr