Senior Marketing Consultant – Life Insurance, Annuities

This is a fully remote position, open to applicants in Connecticut, +4 more states.

📋 Description

• Oversee the planning and implementation of comprehensive marketing campaigns across both digital and print mediums.

• Collaborate with sales and channel management to pinpoint opportunities that enhance advisor engagement and boost revenue.

• Develop clear and engaging messaging that simplifies complex concepts related to life insurance and annuities for both advisors and clients.

• Produce and distribute various marketing materials, including brochures, sales resources, presentations, email campaigns, social media content, website content, and case studies.

• Monitor campaign performance, lead generation, and outcomes to ensure effectiveness and identify areas for improvement.

• Manage projects from inception to completion, ensuring adherence to timelines, quality standards, and compliance requirements.

• Assist with the launch of products or initiatives by providing positioning, messaging, and go-to-market strategies.

• Work collaboratively across departments with internal stakeholders and external partners to create high-quality marketing programs that align with partner objectives and requirements.

• Liaise closely with compliance teams to ensure all communications adhere to regulatory standards.

• Formulate targeted strategies for key distribution partners, market segments, and focus firms.

• Contribute to training initiatives for advisors and internal teams through the development of marketing and educational content.

⛳️ Requirements

• 5–7+ years of marketing experience, ideally within the financial services sector.

• Experience in life insurance and/or annuities is highly desirable.

• Strong grasp of advisor distribution channels (independent, broker-dealer, RIA, etc.).

• Outstanding writing and editing abilities with a knack for simplifying intricate financial concepts.

• Proven track record in executing multi-channel marketing campaigns (both digital and traditional).

• Familiarity with marketing automation platforms (e.g., Pardot, Marketo, HubSpot, Active Campaign, etc.).

• Excellent project management and organizational abilities, capable of juggling multiple priorities.

• Strategic mindset with the ability to cultivate trusted relationships with key stakeholders and influence cross-functional teams for alignment.

• Strong attention to detail and the capacity to excel in a fast-paced, remote working environment.

🏝️ Benefits

• PTO

• Medical

• Dental

• Vision

• Retirement savings

• Disability insurance

• Life insurance