Contract RFP Writer

Workway, Inc.•Addison, TX

2d•Hybrid

About The Position

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have an RFP Writer opportunity with a national Life Insurance Company that has headquarters in Texas and Vermont. The RFP Writer manages proposal responses for public-sector and non-ERISA retirement plans (403(b), 457(b), FICA Alternative), focusing on annuity and fixed-account solutions. This role requires proposal management experience within the financial, retirement, or investment sectors.

Requirements

Prior experience in writing and coordinating RFPs in retirement, investment management, or financial services.
Knowledge of public-sector retirement markets and related products (annuities, stable value, fixed accounts).
Strong writing, editing, proofreading, and project management skills.
Ability to interpret complex procurement rules and work independently in a remote/hybrid setup.
Experience using RFP database platforms (Loopio, Responsive, Qvidian, etc.).

Nice To Haves

Knowledge of public-sector procurement processes, school district RFPs, and non-ERISA plan sponsor evaluation criteria.
Experience preparing executive summaries, pricing exhibits, implementation plans, and finalist presentation materials.
Familiarity with Salesforce or similar CRM systems.
Ability to analyze RFP data to prepare concise strategic reporting for business leadership.

Responsibilities

Draft, edit, format, and assemble comprehensive responses to RFPs, RFIs, and RFQs (including 403(b), 457(b), and FICA Alternative/3121 opportunities).
Review complex procurement instructions, identify deadlines, outline response requirements, and assist with go/no-go evaluations.
Develop compliance matrices, proposal drafts, required forms, questionnaires, and all supporting submission documents.
Collaborate with internal teams (Sales, Product, Legal, Compliance, Operations, Investments, and Marketing) to gather inputs while managing strict project timelines.
Maintain, refresh, and optimize RFP databases (e.g., Loopio) with compliance-approved language, product positioning, and standard company descriptions.
Manage Salesforce/CRM updates, track win/loss statistics, and provide periodic reporting on RFP volume, seasonal trends, and proposal outcomes.
Support internal platform provider RFPs, scoring templates, and comparison matrices as needed.