We are seeking a detail-oriented and highly organized RFP Specialist to join our Retirement team. This role is responsible for managing the end-to-end Request for Proposal (RFP) process, supporting business growth across mid-market, large market, mega, and pooled retirement plan opportunities. This position offers visibility across the organization and the opportunity to partner with cross-functional stakeholders, while owning multiple high-impact projects in a fast-paced environment.

Responsibilities

  • Manage the full lifecycle of RFP responses for retirement plan opportunities including research, analysis, quality control as well as new business and in-force clients.
  • Collaborate on RFP responses with key contacts across business units and regional offices.
  • Own multiple RFP projects simultaneously, ensuring adherence to strict deadlines and high-quality standards
  • Lead internal strategy discussions to evaluate client needs, key requirements, and positioning
  • Draft, format, and finalize RFP responses using internal tools and content libraries
  • Collaborate with subject matter experts and cross-functional partners to gather and validate content
  • Conduct quality reviews of responses, including peer review and continuous improvement of content
  • Support a collaborative team environment by providing feedback and contributing to shared deliverables
  • Assist with special projects and process improvements as needed
  • Manage tight deadlines as determined by RFP workflows.

Qualifications

  • Bachelor's degree in a business field or equivalent education/experience
  • One year of RFP experience or three years of relevant retirement industry experience (e.g. marketing, sales, customer care)
  • Written and verbal communication skills to prepare proposals and consult with contacts
  • Project management and organizational skills to handle competing deadlines
  • Problem solving, research and analytical skills to make sound judgments on information provided to prospective clients
  • Strong attention to detail
  • Proficiency using MS Word


Preferred Qualifications

  • Knowledge of company products and administrative services


Working Conditions

  • Hybrid

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

Compensation:

The salary for this position generally ranges between $61,000-$72,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We will never request personal information such as ID or payment for equipment upfront.

  • Official offers are sent via DocuSign following a verbal offer—not through text or email.


This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.