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 integrated marketing campaigns across both digital and print platforms.

• Collaborate with sales and channel management to uncover opportunities that enhance advisor engagement and promote revenue growth.

• Craft clear and persuasive messaging that simplifies intricate life insurance and annuity concepts for both advisors and clients.

• Create and deliver marketing materials such as brochures, sales collateral, presentations, email campaigns, social media content, web content, and case studies.

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

• Manage projects from start to finish, ensuring adherence to timelines, quality standards, and compliance requirements.

• Assist in product or initiative launches by developing positioning, messaging, and go-to-market strategies.

• Work collaboratively with internal teams and external partners to execute high-quality marketing programs that meet partner objectives and specifications.

• Coordinate closely with compliance teams to guarantee that all communications adhere to regulatory standards.

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

• Support advisor and internal training programs through the creation of marketing and educational content.

⛳️ Requirements

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

• Previous experience with 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 complex financial ideas.

• Proven experience 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 thinker adept at fostering trusted relationships with key stakeholders and influencing cross-functional teams to achieve alignment.

• Detail-oriented with the capability to excel in a fast-paced, remote work environment.

🏝️ Benefits

• PTO

• Medical

• Dental

• Vision

• Retirement savings

• Disability insurance

• Life insurance