(Remote) Competitive Intelligence Analyst

Fidelity Life•Rosemont, IL

2d•$92,000 - $118,000•Remote

About The Position

Fidelity Life, a leader in financial security for middle-market consumers, is redefining the life insurance industry through innovation, patented products, and predictive analytics. eFinancial, an affiliated online and call-center-based agency, utilizes a proprietary sales technology platform to serve consumers. Both companies are part of iA Financial Group and are focused on making life insurance more accessible and affordable in America. This role will contribute to that mission by providing critical competitive intelligence.

Requirements

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; experience with BI tools, dashboards, SharePoint, Teams, OneDrive, AI-enabled research, or workflow automation is preferred.
Familiarity with life insurance, financial services, distribution partnerships, underwriting, or regulated markets is strongly preferred; candidates with transferable experience in strategy, market intelligence, or competitive analysis in adjacent industries will also be considered.

Nice To Haves

experience with BI tools, dashboards, SharePoint, Teams, OneDrive, AI-enabled research, or workflow automation is preferred.
Familiarity with life insurance, financial services, distribution partnerships, underwriting, or regulated markets is strongly preferred; candidates with transferable experience in strategy, market intelligence, or competitive analysis in adjacent industries will also be considered.

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.

Benefits

Salary: $92k-$118k
Medical Insurance: Choose from a variety of plans to fit your healthcare needs.
Dental Insurance: Coverage for preventive, basic, and major dental services.
Employer-Paid Vision: Comprehensive eye care coverage at no cost to you.
Employer-Paid Basic Life and AD&D Insurance: Peace of mind and additional protection.
Employer-Paid Short-Term and Long-Term Disability Insurance: Financial support in case of illness or injury.
401(k) Plan: 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
Annual Bonus Program: Performance-based bonus to reward your hard work.
Health Savings Accounts
Flexible Spending Accounts (Health, Dependent Care & Transit)