Sr. Product and Competition Analyst

Job Description:

We are looking for a Senior Product and Competition Analyst that plays a critical role in supporting Penn Mutual’s product strategy and market competitiveness. This position is responsible for conducting in-depth analyses of competitor products and industry trends, developing benchmarking tools, and providing actionable insights that inform various teams throughout the company.

The Senior Analyst collaborates closely with product management, distribution, and marketing teams to develop and communicate competitive strategies that differentiate Penn Mutual’s offerings. In addition, the role provides expert sales support and delivers training and market intelligence to financial professionals and internal partners through reports, presentations, and quarterly webinars.

• Create detailed analyses of competitor products and product features for use by product management in the feasibility and pricing stages of new product development

• Provide expert sales support and product training to financial professionals, sales teams, and internal partners to enhance their ability to effectively position the company’s life and annuity products

• Develop and maintain competitive benchmarking tools to track competitiveness and determine whether competitor product changes impact our competitive positioning

• Collaborate closely with product management, distribution, and product marketing teams to develop and refine competitive positioning strategies that differentiate the company’s products and services in the marketplace

• Analyze quarterly LIMRA sales reports and other industry data to identify key drivers of competitor and market performance, translating findings into clear, actionable insights

• Deliver quarterly webinars to field leaders and the sales desk summarizing key competitor movements, industry trends, and emerging positioning strategies

• Monitor regulatory and market developments to ensure timely communication of relevant changes to internal stakeholders

• Complies with all company and site policies and procedures

• Remains current in profession and industry trends

• Successfully completes regulatory and job training requirements

• Performs other duties as assigned

• Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation

Knowledge, Skills and Abilities

• Strong knowledge of life insurance and annuity products

• Strong customer service focus

• Strong problem-solving and analytical skills

• Ability to communicate the results of in-depth analyses

• Strong knowledge of Microsoft Word, PowerPoint and Excel

• Build and nurture relationships with industry contacts

• Ability to collaborate as an effective team player

• Exhibit positive “can do” attitude

• Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement

• Ability to work with others in a collaborative team environment

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.