The
Programs Manager is responsible for overseeing, managing, and advancing Integrity Life & Annuities' sales marketing programs and sales tools. This role ensures program accuracy, consistency, and effectiveness across all internal and external audiences. They will manage advertising, promotional workflows, drive engagement and agent/agency activation of sales marketing programs, and-after a 90-day evaluation period-provide direct leadership to a team of Workshop Coordinators.
Beyond strategic oversight, the
Programs Manager will serve as a hands-on executor-owning key components of each program, including vendor management, implementing engagement strategies, and ensuring day-to-day program operations run seamlessly. The Programs Manager will develop a full understanding of all sales marketing program offerings, using that knowledge to ensure delivery of relevant, high-value programs that support advisor success and align with Brokers International's brand and business objectives. They will also be responsible for tracking performance metrics, analyzing engagement trends, reporting program outcomes, and using data-driven insights to recommend enhancements. Additionally, this role will partner with leadership to support program budgeting, monitor spending and ensure financial stewardship across all initiatives.
This position plays a central role in enhancing advisor-facing program experiences, ensuring operational efficiency, supporting growth initiatives, and maintaining high standards of execution aligned with Brokers International's sales and marketing strategies. The Programs Manager will directly care for sales marketing programs such as federal marketplace, advanced markets, agent media programs, agent sales support programs, agent training programs and agent sales tools and platforms that support engagement and business growth.
Essential Job Functions: - Oversee daily operations of advisor marketing programs, ensuring accuracy, quality control, and alignment with overall marketing strategy (30%).
- Manage advertising initiatives, promotional efforts, and campaign workflows, ensuring compliance and brand consistency across all programs (20%).
- Partner with internal teams (Compliance, Marketing, Sales) and external vendors to ensure timely updates and accuracy of program information (20%).
- Drive advisor engagement, participation, and activation by developing strategies to increase program utilization and effectiveness (15%).
- Analyze program and advertising performance data to inform decision-making and optimize future marketing initiatives (15%).
- Lead, support, and develop Workshop Coordinators, ensuring effective execution of workshops, scheduling, and logistics (15%).
- Support the creation, updates, and distribution of marketing materials, program content, and advisor communications (10%).
- Perform additional duties as assigned (10%).
Your experience and skills:- 4-7+ years of experience in marketing, program management, financial services operations, or related functions. Prior experience as a people leader preferred.
- Bachelor's degree from four-year College and 6-8 years related experience and/or training; or five to seven years related experience and/or training; or equivalent combination of education and experience.
- Must display Core Values.
- Excellent written and verbal communication skills.
- Strong attention to detail and commitment to accuracy.
- Ability to lead teams, manage priorities, and operate in a fast-paced environment.
- Ability to support marketing, advertising, and program execution at both strategic and tactical levels.
- Strong service mindset and ability to build relationships with internal stakeholders and field partners.
- Understanding of annuity and life insurance concepts preferred.
- Prior experience managing a learning management system preferred.
Critical Success Factors:- High accuracy and timeliness of marketing program information.
- Increased advisor engagement and activation within assigned marketing programs.
- Effective leadership skills.
- Excellent communication skills with internal/external members to accomplish organizational objectives/goals
- Strong cross-functional collaboration that enhances program performance.
- Ability to manage concurrent tasks and maintain organized processes.
- Strong collaborative mindset and ability to build relationships with internal stakeholders and field partners.