eFinancial · 3 weeks ago
(Remote) Competitive Intelligence Analyst
United States
Full-time
Remote
Senior Level
$92K/yr - $118K/yr
5+ years expeFinancial is an online insurance agency that is part of Fidelity Life, a leading provider of financial security. The Competitive Intelligence Analyst will monitor market signals and competitor activities, translating insights into actionable strategies while collaborating with cross-functional teams to enhance decision-making.
FinanceProperty & Casualty InsuranceHealth InsuranceFinancial ServicesInsuranceInsurTechLife Insurance
Responsibilities
Continuously monitor competitor, product, underwriting, pricing, distribution, technology, and market signals to identify meaningful shifts, risks, and opportunities
Translate raw intelligence into concise executive-ready outputs using the Insight → Implication → Action framework
Build and maintain the core CI toolkit over time, beginning with a market watch summary, competitor moves log, source library, and focused competitor profiles, then expanding into scorecards, battlecards, dashboards, and quarterly executive reviews as the function matures
Prioritize CI work based on decision impact, repeatability, and feasibility, ensuring the function produces fewer, sharper outputs rather than broad reporting that cannot be sustained
Conduct ad hoc deep dives on competitor moves, new entrants, partner opportunities, pricing changes, underwriting shifts, and distribution dynamics
Analyze where the company is winning or losing in the market and help identify the underlying drivers behind performance gaps
Partner with Product, Underwriting, Distribution, Marketing, Sales, and other cross-functional teams to validate findings and convert insights into action
Support quarterly executive competitive reviews, monthly market summaries, and rapid-response briefs for time-sensitive competitive developments
Build and maintain the SharePoint-based CI intelligence hub, including competitor profiles, source library, market watch archive, decision briefs, and competitor moves log
Use AI-enabled tools and workflow automation to accelerate signal gathering, summarize recurring sources, classify competitive moves, and improve consistency of outputs while maintaining human judgment and source validation
Qualification
Required
5-8+ years of experience in competitive intelligence, market intelligence, strategy, product strategy, management consulting, corporate development, analytics, or a related field
Strong analytical skills, including benchmarking, gap analysis, market mapping, trend analysis, and synthesis of qualitative and quantitative information
Demonstrated ability to work in ambiguity, structure new problem spaces, and convert incomplete information into clear conclusions, practical implications, and recommended actions for senior decision-makers
Excellent written and verbal communication skills, with the ability to create concise, executive-ready briefs, presentations, and decision support materials
Comfort working with cross-functional stakeholders and influencing action without direct authority
High intellectual curiosity, structured thinking, attention to detail, and sound judgment about what matters most
Proficiency with Excel, PowerPoint, and research tools
Preferred
Experience with BI tools, dashboards, SharePoint, Teams, OneDrive, AI-enabled research, or workflow automation
Familiarity with life insurance, financial services, distribution partnerships, underwriting, or regulated markets
Candidates with transferable experience in strategy, market intelligence, or competitive analysis in adjacent industries
Benefits
Choose from a variety of plans to fit your healthcare needs.
Coverage for preventive, basic, and major dental services.
Comprehensive eye care coverage at no cost to you.
Peace of mind and additional protection.
Financial support in case of illness or injury.
Save for your future with a company match to help you grow your retirement savings.
PTO and Sick Time accrue each pay period: Take time off when you need it
Performance-based bonus to reward your hard work.
Company
eFinancial
Efinancial is an insurance agency that offers life insurance services. It is a sub-organization of Vericity.
201-500 employees
H1B Sponsorship
eFinancial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
100%
Represents job field similar to this job
Engineering and Development
Trends of Total Sponsorships
*2026 (1)
2025 (2)
2023 (1)
2022 (1)
2021 (1)
Funding
Current Stage
Growth StageLeadership Team
Marty Schroeder
Chief Revenue Officer (CRO)
Melissa Balsan
EVP and Chief Marketing Officer
Recent News
Investment Executive
2024-02-10
2023-12-23
Investment Executive
2023-12-23
Company data provided by crunchbase