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Job PurposeThe 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.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.
- Performs other duties and/or projects as assigned.
- 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.
- Bachelor's Degree required.
- 1+ 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 .
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
Top Skills
What We Do
Jackson® is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of award-winning service*, and streamlined experiences strive to reduce the confusion that complicates retirement plans.
We dedicate our time, money, and resources to strengthening financial literacy, striving to make sure every American has access to the resources they need to master their money and their future.
We believe by providing clarity for all today, we can help drive better outcomes for tomorrow.
Interested in becoming one of our associates? We develop and celebrate talent in many areas, from sales and marketing to consulting and compliance. We know that diversity and inclusion make us all stronger together.
Learn more about our products at jackson.com
Contact Us
Jackson.com
517/381-5500 – General Information
800/644-4565 – Contract Owners
877/565-2968 – Values and Contract Information
* SQM (Service Quality Measurement Group) Contact Center Awards Program for 2004 and 2006-2021. (To achieve world-class certification, 80% or more of call-center customers surveyed must have rated their experience as very satisfied, the highest rating possible.)
Jackson® is the marketing name for Jackson National Life Insurance Company® (Home Office: Lansing Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase New York). Jackson National Life Distributors LLC.
SMPR1292 03/23







