Michael Taylor Email & Phone Number

Hartford, Ct, Us

Southington, Ct, Us

United States

Lead Financial Wellness user engagement by developing strategies that successfully weaves vendor, partner and New York Life’s capabilities, moving from need to solution to outcome, and helping to uncover and optimize positioning to materially drive engagement.• Act as the primary financial wellness engagement point of contact for internal and external stakeholders; coordinate across work and value streams were applicable to ensure alignment.• Partner with brokers and plans to customize engagement; maximize the value of employer sponsored benefits; work across the Financial Wellness, Group Benefits and Marketing organizations to facilitate deployment; develop and maintain an ideas backlog to fuel innovation.

United States

Lead and monitor the competitive intelligence and market research function for Prudential’s core Financial Wellness business, providing valued stakeholders with actionable insights that shape and drive strategic direction. Responsible to: Curate and maintain several internal market intelligence resources outlining the financial wellness offerings of both direct and indirect competitors. Work closely with retirement and group insurance sales and client facing teams to win new business and retain existing clients.Monitor macro trends impacting consumer and individual investor financial situations to determine emerging needs that influence future service enhancements and product development conversations. Support new distribution avenues for Prudential’s Financial Wellness product suite including white label opportunities and partnerships.Provide weekly updates to our Financial Wellness senior leadership team outlining current market and competitor activity and trends, with recommendations for potential future strategic direction.Participate and present on behalf of Prudential at industry groups such as LIMRA, Retirement Research Inc., EBRI and Cerulli.Participant in client advisory groups as well as on advisor/consultant meetings.

Hartford, Ct

Monitor and analyze retirement market information to inform senior management and the organization of trends and impacts to the defined contribution space, as well as group insurance, reporting under the Vice President of Custom Research.Cultivate competitive intelligence by building strong relationships with a robust network of internal and external subject matter experts, sales contacts, and counterparts at other competitors to inform sales, pricing and product development. Enable and support sales with competitor insights that help Prudential’s retirement plan wholesalers selling Prudential’s 401(k), 403(b) and 457 products with targeted, insights-driven research on competitors, the prospect, and industry. Efforts to date have helped Prudential achieve and exceed multibillion dollar sales goals in four of the last five years. Help enable senior leaders to achieve their strategy by providing tailored insights in the form of competitor landscape pieces that compare Prudential’s products and services to key competitors in the retirement space. Work with numerous product development teams, providing competitor information to help differentiate and position new offerings. Most recently, I participated on a team that launched Prudential’s financial wellness solution. The intelligence I gathered through researching public sources of information and tapping industry contacts of how competitors position their offering in the market place helped influence the design of our offering. Act as Prudential’s liaison with industry organizations such as LIMRA, Cerulli, and Retirement Research Inc.Maintain competitive intelligence knowledge management tool used by sales and key decision makers, while writing and distributing a monthly competitor newsletter for sales as well as senior leadership.

Simsbury, Ct

Responsible to research, interpret, and disseminate competitor information and market trends relating to The Hartford’s retirement business; reporting to the Vice President of Product and Pricing. Developed more than 30 competitor landscape pieces that compare The Hartford’s products and services to key competitors in the retirement space, using network of subject matter experts, sales contacts, and competitor counterparts. Provided sales support in the form of competitor insight and positioning to more than 100 retirement plan sales reps covering the United States that sell The Hartford’s 401(k), 403(b) and 457 products. Provided initial insight to key stakeholders and senior leaders when competitors introduce new product offerings or services, which helps to set strategic priorities. Worked with product development team, providing competitor information to help with the development and launch of new product offerings. I provided competitor landscapes that supported The Hartford’s Lifetime Income product, which allows participants to purchase guaranteed income during retirement. Worked as The Hartford liaison with industry organizations such as LIMRA, Cerulli, and Retirement Research Inc. Created and maintained a SharePoint competitive intelligence library used by sales and key decision makers and created and distributed a quarterly competitor newsletter for sales as well as senior leadership.

Simsbury, Ct

Responsible to research and disseminate competitor information and market trends relating to The Hartford’s group disability business; reporting to the Assistant Vice President of Sales and Service Support. Provided 7 sales offices located throughout the southern United States with competitor insights and positioning, comparing competitor products and contract language to Hartford Life’s group disability and life offerings. Assisted on 188 cases that represented more than $6.5 million in new sold premium in 2010 and early 2011. Researched, collected and disseminated competitor landscape pieces that compared The Hartford’s product offerings to key competitors in the group disability and life market space, and provided competitor information to help with the development and launch of new product offerings. Provided initial insight to key stakeholders and senior leaders when competitors introduced new product offerings.