Proposal Specialist (RFP / Financial Services) - 100% Remote

Recrute Action

2d•$31 - $36•Remote

About The Position

Drive the creation of high -quality RFPs, RFIs, and investment proposals within the insurance and asset management sector. This role blends writing, research, and stakeholder collaboration, leveraging tools like Qvidian or Loopio in a global, fast -paced environment with strong exposure to sales and marketing teams.

Requirements

Bachelor’s degree in business, marketing, communications, or a related field.
2 to 4 years of experience in financial services, with strong preference for proposal or RFP writing experience.
Excellent written and verbal communication skills.
Strong attention to detail, organization, and project management capabilities.
Ability to manage multiple priorities and meet tight deadlines in a fast -paced environment.
Strong analytical skills with the ability to identify inconsistencies and ensure data accuracy.
Proactive and self -motivated, with the ability to work both independently and collaboratively.
Proficiency in Microsoft Office Suite and Adobe tools.

Nice To Haves

Experience with proposal management systems such as Qvidian, Loopio, or Responsive is an asset.

Responsibilities

Develop and complete RFPs, RFIs, DDQs, surveys, and other proposal materials to support business growth.
Manage the full proposal lifecycle, ensuring accuracy, consistency, and alignment with established standards.
Research, analyze, and draft content using internal databases and input from subject matter experts.
Collaborate with cross -functional stakeholders to gather, validate, and refine information.
Coordinate with Compliance and Legal teams to secure necessary approvals.
Act as a key resource for global sales and marketing teams by providing timely and accurate information.
Support team initiatives and handle ad hoc requests as required.