This site uses cookies. To find out more, see our Cookies Policy

Senior Market Research Analyst in Berwyn, PA at Global Atlantic

Date Posted: 3/8/2018

Job Snapshot

Job Description


Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence. A variety of options help Americans customize a strategy to fulfill their protection, accumulation, income, wealth transfer and end-of-life needs. In addition, Global Atlantic offers custom solutions and responsive service for the capital, risk and legacy-business management of life and annuity insurance companies around the world.

 Global Atlantic is a retirement, life and reinsurance company with an entrepreneurial spirit. We value people, integrity, teamwork, innovation and stewardship. We work in a team-oriented, dynamic and fast-paced environment. The company’s unique entrepreneurial culture encourages all employees to assume significant levels of responsibility.  We invest in our people because we believe they are critical to the long term success of our business.


Our Senior Market Research Analyst will be responsible for providing competitive research and analysis for the retail annuity products as a member of the Berwyn-based Global Atlantic Market Research team.  The high exposure opportunity would require an understanding of our fixed annuity, index annuity, payout annuity, and variable annuity products and their position in the marketplace.   The ideal candidate will need to be proactive, motivated, and ambitious. 

 Responsibilities include, but not limited to:

  • Take a lead role in delivering product-related content to various departments throughout the organization
  • Manage certain aspects of the research and analysis of annuity markets and competitive intelligence
  • Communicate and role model effective sales tactics and strategies
  • Serve as Retail Annuity competitive product resource, possessing a strong understanding of all aspects of the industry landscape
  • Responsible for identifying, analyzing, and communicating product and industry trends
  • Accountable for the proactive monitoring of key competitor product filings, positioning, and strategy
  • Create and maintain competitive intelligence training pieces
  • Summarize quarterly industry sales, earnings, and competitor movement relative to retail annuity business
  • Develop, create, maintain, and present competition and industry overviews
  • Participate as an industry contact, working with industry organizations and peers
  • Regularly contribute to ongoing training and development efforts for the sales desk
  • Act as a liaison between the Sales Office and external wholesalers on a daily basis and address timely issues on bi-weekly wholesaler calls
  • Provide and analyze key metrics reports for senior management


  • Strong annuity product and industry knowledge
  • Precision and professionalism in written and oral communications
  • Superior Word, Excel, and PowerPoint skills
  • Must be analytical with high degree of accuracy and attention to detail
  • Possess strong organizational skills and be able to handle multiple projects simultaneously
  • Comfortable working under pressure and against tight deadlines
  • Strong knowledge of the product, sales, marketing, operations, and support aspects of our businesses
  • Responsible, conscientious, and self-motivated
  • Be flexible with ability to accept, create, and manage change
  • Display willingness to quickly learn product lines, procedures, and workflows
  • Have Life, Health, Series 6, and Series 63 successfully completed
  • 5+ years of Competitive Intelligence and/or Financial Services experience strongly preferred

 Global Atlantic is an equal opportunity employer, does not discriminate in employment on any basis that is prohibited by federal, state or local laws


  1. Marketing Jobs
  2. Business Analyst Jobs