Remote Intelligence Analyst

Who We Are

Fidelity Life is a leading provider of financial security for middle market consumers. With a history of innovation, the company is redefining the life insurance industry with patented products and processes. Fidelity Life pioneered the use of predictive analytics to streamline the new business process and revolutionize the speed that policies can be issued. Established in 1896, Fidelity Life enjoys a long track-record of success and continues to build its reputation of sound fiscal management and customer-focused innovation.

Who We Are

Fidelity Life is a leading provider of financial security for middle market consumers. With a history of innovation, the company is redefining the life insurance industry with patented products and processes. Fidelity Life pioneered the use of predictive analytics to streamline the new business process and revolutionize the speed that policies can be issued. Established in 1896, Fidelity Life enjoys a long track-record of success and continues to build its reputation of sound fiscal management and customer-focused innovation.

In concert with Fidelity Life, eFinancial is an online and call-center-based insurance agency with a proven direct-to-consumer life insurance model. Using a proprietary and patented sales technology platform, eFinancial’s licensed agents help thousands of consumers each day with their unique life insurance needs – often with just a single phone call. To complement this channel, the company recently expanded to offer an entirely digital purchase experience.

Fidelity Life and eFinancial are part of iA Financial Group and are revolutionizing the life insurance industry to make protection more accessible and affordable for everyday Americans. With integrated marketing, product manufacturing, and controlled distribution, the enterprise is uniquely positioned to grow.

• 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, battle cards, 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.

• 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…