This role serves as the marketing subject matter expert for Life & Retirement, partnering across Marketing, Distribution, Product, Customer Experience, Operations, and Technology teams to create and execute programs that deliver measurable business results. The ideal candidate combines deep financial services knowledge with strong marketing, partnership, and project management expertise to influence growth across multiple channels.
What You'll DoStrategic Marketing & Campaign Leadership- Lead go-to-market strategies and integrated, multi-channel marketing programs that drive awareness, leads, calls, quotes, enrollments, deposits, rollovers, cross-sell opportunities, and sales.
- Develop and execute campaigns supporting Life, Retirement, and other financial services offerings.
- Serve as the marketing subject matter expert for Life & Retirement products, ensuring alignment between business objectives, customer needs, and marketing execution.
- Manage programs from concept through launch, measurement, optimization, and reporting.
Distribution & Sales Enablement- Serve as a key liaison between agents, call center teams, and Life & Retirement business partners to align priorities and optimize program effectiveness.
- Support sales efforts by developing playbooks, toolkits, sales briefs, finalist materials, and local market activation plans.
- Assist with opening and activating payroll slots and driving field adoption of Life & Retirement solutions.
- Promote growth of registered representatives through onboarding campaigns, training initiatives, and enablement programs.
Partnerships & Business Development- Manage Life & Retirement-focused marketing and sales partnerships, including:
- Partner identification
- Onboarding and activation
- Ongoing enablement
- Performance evaluation
- Develop strong relationships with internal and external stakeholders to drive mutual success and business growth.
Customer Insights & Experience- Capture the voice of educators through research, surveys, and feedback programs.
- Translate customer insights into compelling messaging, offers, and customer journey enhancements.
- Partner with Customer Experience and Technology teams to improve digital experiences across quoting, enrollment, rollover, service, and support journeys.
Analytics & Optimization- Collaborate with Analytics teams on audience targeting, lead routing, testing strategies, and performance measurement.
- Analyze campaign performance and ROI to identify opportunities for optimization and growth.
- Use data-driven insights to continuously improve marketing effectiveness and customer outcomes.
QualificationsRequired- Bachelor's degree required.
- FINRA Series 6 and 63 licenses required.
- 8+ years of progressive experience in marketing, sales, partnerships, or business development.
- Demonstrated success developing and executing marketing programs that drive measurable business results.
- Strong knowledge of Life Insurance, Retirement products, and related business processes.
- Experience with CRM platforms, marketing technologies, operational reporting tools, and campaign analytics.
- Strong business acumen and demonstrated ability to make data-driven decisions.
Preferred- Master's degree (MBA, M.Ed., or related discipline).
- FINRA Series 24, 26, 65, or 66 licenses.
- 5+ years of experience within education, insurance, financial services, or retirement industries.
- Experience leading Life and Retirement marketing programs (both preferred).
Pay Range:
- $105,200.00 - $147,950.00 annually
Salary is commensurate to experience, location, etc.
