Proposal Writer, Business Case Development

Corebridge Financial • Houston, TX

6d

About The Position

As a Proposal Writer on Corebridge Financial’s Business Case Development team, you will prepare proposals, executive summaries, and other materials for clients and internal and external stakeholders. You will support sales and retention by providing timely, accurate responses to RFPs, RFIs, RFQs, ITNs, and standard proposals using up-to-date information. The role also involves coordinating RFP reviews and strategy calls, producing and submitting proposal materials, and maintaining records for follow-up meetings and demonstrations. You will develop working knowledge of Corebridge systems, procedures, mutual fund products, and annuity products, and serve as a knowledgeable resource for colleagues and partners.

Requirements

• Bachelor’s degree from a four-year college or university.
• At least 1 year of project management experience, including the ability to work in a team environment and manage multiple assignments in a high-pressure, deadline-driven environment.
• Effective time-management and prioritization skills.
• 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.

Nice To Haves

• Experience in the financial services, life, retirement, annuities, or mutual funds industry.

Responsibilities

• Prepare proposals, executive summaries, and other materials to support sales and retention.
• Complete Requests for Information and Requests for Qualifications as needed.
• Develop and maintain working knowledge of Corebridge systems, procedures, mutual fund products, and annuity products.
• Review and self-check work before submission to ensure it is effectively and appropriately compiled.
• Review RFPs and lead RFP review meetings to identify highlights such as plan demographics, product requests, contract terms, and specifications.
• Lead RFP strategy calls.
• Write and submit accurate, up-to-date responses to RFPs, RFIs, RFQs, ITNs, and standard proposals by the stated deadlines.
• Produce and submit database, electronic, and hard-copy RFPs.
• Attend debrief meetings with the RFP team to identify improvements, capture key edits, and prevent work stoppages.
• Maintain files and records of completed proposals for follow-up meetings and demonstrations.

Benefits

• Medical, dental, and vision insurance plans.
• Mental health support and wellness initiatives.
• Retirement benefits; in the U.S., a 401(k) plan with dollar-for-dollar company matching contributions up to 6% of eligible pay and an additional company contribution equal to 3% of eligible pay, subject to plan terms and limits; company contributions vest immediately.
• Employee Assistance Program with confidential counseling services and resources.
• Matching charitable donations to tax-exempt organizations at a 1:1 rate, up to $5,000.
• Up to 16 volunteer hours annually.
• At least 24 paid time off days for eligible employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level