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Corebridge Financial · 1 day ago

Proposal Writer

Houston, TX

Full-time

Onsite

Entry Level

1+ years exp

Corebridge Financial is a company that partners with financial professionals to enhance people's financial lives. The Proposal Writer will be responsible for preparing proposals, executive summaries, and responding to RFPs, RFIs, and RFQs, ensuring timely and accurate submissions.

Financial ServicesInsuranceLife Insurance

Responsibilities

Support sales and retention process by preparing Proposals, Executive Summaries, and other materials as needed

Complete Requests for Information and Requests for Qualifications as needed

Develop and maintain a working knowledge of Corebridge systems, procedures and mutual fund and annuity products

Perform self-review of all work prior to submission to ensure compiled effectively and appropriately

Review RFP and lead RFP Review meeting to identify all RFP highlights (e.g. plan Demographics, product requests, contract terms, various specifications)

Lead RFP Strategy Calls

Write responses to ensure RFPs, RFIs, RFQs, ITNs and standard proposals are responded to and submitted accurately with up-to-date information by the deadline given

Production and Submittal of Databases, Electronic and Hard Copy RFPs

Attend Debrief meetings with RFP Team to assess improvements, capture key edits and prevent work stoppages

Maintain files and records of completed proposals for follow up meetings and demonstrations

Qualification

Proposal WritingFinancial Services KnowledgeProject ManagementMicrosoft OfficeTime ManagementCommunication SkillsAttention to DetailStrategic Thinking

Required

Bachelor's degree from a four-year college or university required

1+ years' experience in project management with skills that include the ability to work in a team environment and manage multiple assignments in a high pressure, deadline driven environment required

Effective time management and prioritization skills are required

Excellent written and verbal communication skills with strong command of grammar, spelling, and proper business English

Strong attention to detail and ability to apply strategic and critical thinking skills

Strong knowledge of Microsoft Office, including Word, Excel, PowerPoint and Access

Preferred

Experience in Financial Services, Life, Retirement, Annuities, Mutual Funds Industry preferred

Benefits

Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.

Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.

Employee Assistance Program: Confidential counseling services and resources are available to all employees.

Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.

Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.

Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.