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**Salary Range** : $65,700 - $98,500 Annual

Job Details

The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible.

CNO Financial Group’s **Optavise** is hiring a **Worksite Sales RFP Specialist** to be responsible for managing and delivering Request for Proposals (RFP) and Request for Information (RFI) responses to help Optavise scale into new, unique accounts.

This is your opportunity to collaborate closely with Sales, Finance, Solutions, Legal, Product, Marketing and other teams to ensure responses are accurate, high-quality, and aligned with our brand.

As a** **Worksite Sales RFP Specialist,** **your responsibilities will include:

+ Owning the end-to-end RFP and questionnaire response process for both Worksite distribution teams, delivering responses for Voluntary Benefits and Benefit Services RFPs and RFIs.

+ Coordinating input from Sales, Product, Solutions, Finance, Legal, and other stakeholders to ensure accurate, timely responses.

+ Drafting and refining written answers to technical, functional, and business questions in RFPs and RFIs.

+ Establishing and maintaining a scalable, up-to-date knowledge base of commonly asked questions and approved answers, levering Loopio, our RFP management tool.

+ Managing an RFP response platform (Loopio) and corresponding library of content to ensure accuracy and readiness.

+ Managing external Customer & Broker RFP/RFI vendor profiles (e.g., Shortlister, responsive, etc.).

+ Partnering with Sales leadership to track and improve RFP win rates and turnaround times.

+ Identifying opportunities to improve processes, templates, and collaboration across teams.

+ Ensuring all responses are aligned with Optavise tone, brand, and positioning.

+ Implementing, managing and optimizing use of RFP/Contract data and tools (e.g., GovSpend, EZGovOpps, GovWin IQ, etc.) to provide sales leadership with information on future contracting opportunities, targets and prospects.

The Worksite Sales RFP Specialist position** **is well suited for you if you:

+ Have experience working on RFPs or questionnaires in a B2B SaaS or fintech environment.

+ Are comfortable working cross-functionally with technical and non-technical stakeholders.

+ Use data to influence long-term sales and product strategies.

+ Possess proven project management skills and ability to manage multiple, concurrent deadlines.

+ Are an excellent communicator with strong editing skills, with attention to both detail and clarity.

+ Have supported enterprise sales or go-to-market teams.

+ Possess a strong sense of ownership, bias for action, with outstanding customer service and ability to collaborate effectively across the organization **.**

What you’ll need:

+ Bachelor’s degree in Public Relations, Communication/Rhetoric, Marketing, Business Administration or equivalent.

+ Three years of communication, marketing or PR experience in healthcare, insurance, or employer benefits market.

+ Familiarity with RFP software tools (e.g. Loopio, RFPIO, Responsive).

+ Experienced in proposal writing, technical writing, or solution consulting.

What will set you apart:

+ Master’s degree in Public Relations, Communication/Rhetoric, Marketing, Business Administration or equivalent.

+ Five years of communication, marketing or PR experience in the healthcare, insurance, or employer benefits market the ability to

+ Candidate location in Central or Eastern US time zone is preferred OR willingness to work Central or Eastern time zone business hours.

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

+ medical insurance

+ dental insurance

+ vision insurance

+ 401(k) retirement plan with company match

+ short-term & long-term disability insurance

+ Paid time-off and corporate holidays,

+ paid parental leave

+ company paid life insurance

Click on this link for additional information.

CNO embraces flexibility and encourages you to work where you’re most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office.

Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours.

All associates may be asked to travel to varying corporate offices periodically. Work cannot be performed from outside of the United States.

Optavise is a trusted benefits partner for business owners and human resources professionals who work hard to build and maintain a healthy, happy workforce. Through Optavise’s cohesive suite of products and services, we guide employers and employees through their healthcare choices to help reduce costs and increase benefits engagement. We streamline administration for employers and educate employees about benefits and care options, making it easy for them to choose and use their benefits wisely. Optavise provides a first-of-its-kind benefits solution, including:

+ Benefits administration technology for a streamlined enrollment process

+ Customizable selection of voluntary benefits that employees want and need

+ Year-round benefits education, communications and advocacy to inform and empower employees to become better healthcare consumers

+ Expert resources, helping employees maximize their benefits and make more informed choices for themselves and their family members.

Our goal is to help people make good healthcare decisions. By simplifying administration and making benefits easier to understand, we help drive employee engagement and satisfaction, and save employers time and money.

Optavise is the worksite marketing brand of CNO Financial Group. CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.

We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee.

At CNO Financial Group, we’re always looking forward—to the security and stability we help create for our insurance brands’ customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Compensation

Pay Range: $65,700.00 - $98,500.00 Annual

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

**ReqID** : JR169282

**Job Type** : Full time

**Additional Locations** : Chicago, IL; Milwaukee, WI; Atlanta, GA; Orlando, FL; Birmingham, AL;