Proposal Specialist (RFP / Financial Services) - Remote
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.
What is in it for you:
• Hourly salary of $31-36, based on experience.
• 12-month contract with the potential for permanent employment.
• Full-time position: 37.50 hours per week.
• Weekday schedule from 9 am to 5 pm.
• Enjoy the flexibility of remote work.
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.
What you will need to succeed:
• 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.
• Experience with proposal management systems such as Qvidian, Loopio, or Responsive is an asset.
Why Recruit Action?
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
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