Group Retirement RFP Writer

Equitable

RFP Writer involved in business development and client service efforts at Equitable. Crafting well-written proposals in response to RFPs and RFIs for retirement products.

Posted 5/8/2026full-timeSyracuse • New York, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Demonstrate an understanding of Equitable’s employer-sponsored products and services
Work on multiple projects simultaneously to meet strict deadlines
Write clear, concise, and accurate responses by customizing available content
Prepare responses that speak to the intended audience
Collaborate with various departments throughout the firm...
Edit final documents to reflect a customized response for the specific opportunity while maintaining consistency and quality of key messages
Coordinate production of final proposals (formatting, technical editing, and reproduction)
Submit final proposals, electronically or by print
Utilize and periodically update third-party databases consisting of answers and information necessary to respond to RFP and RFI questions
Follow-up on status of submitted proposals
Enter bid details into tracking database and update each case as changes occur
Demonstrate a full understanding of different group retirement products

Requirements

What you’ll need

A Bachelor’s degree is required. Preferred majors include Finance, Economics, Business, English, Communications, or Journalism
5 years of experience in business writing, proposal support, or financial client services
Ensure proposals are error-free and compliant
Time management: Juggle multiple concurrent deadlines in a high-pressure, fast-paced environment
Comfort in working with Subject Matter Experts (SMEs), legal teams, and senior executives to gather and refine content
Must be able to critically review and edit drafts for consistency and tone

Benefits

Comp & perks

medical
dental
vision
401(k) plan
paid time off

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

business writingproposal supporttechnical editingcontent customizationerror-free documentationRFP responseRFI responsedatabase managementdocument formattingquality assurance

Soft Skills

time managementcollaborationcommunicationcritical revieweditingorganizational skillsattention to detailadaptabilityproblem-solvingability to work under pressure