Insurance & Annuities Marketing Specialist

Job Summary

The Insurance and Annuities Marketing Specialist is responsible for assisting with the marketing, sales and distribution of all life, long-term care and disability insurance and annuity products.

Essential Duties/Responsibilities

• Assists in the development and implementation of all marketing campaigns regarding the sale of life, long-term care and disability insurance policies and annuity products.
• Partners with internal and external stakeholders on the creation, customization and distribution of all marketing and promotional materials for all offered insurance and annuity products.
• Educate Financial Advisors on insurance planning and income planning strategies, wealth transfer and product updates.
• Develop, monitor and analyze all campaign and sales data for insurance and annuity products.
• Aid in key training initiatives for the growth and development of Benjamin F. Edwards Associates.
• Manage external vendors and make recommendations for changes to offered insurance and annuity products.
• Collaborate with the Compliance team on marketing approvals and provide input for the firms Written Supervisory Procedures (WSP).
• Assist and participate in client presentations and seminars as needed.
• Handle incoming calls from Financial Advisors including problem solving, idea generation, and acting as a liaison between vendors and/or Financial Advisors.
• Aids in due diligence on insurance providers, reviews selling agreements and supports recommended list of providers.
• General knowledge of laws, legal codes, precedents, government regulations, and agency rules; familiarity with compliance issues surrounding insurance products.

Qualifications

• Proficient in Microsoft Office Suite
• Extensive knowledge of life, long-term care and disability insurance and annuity products
• Excellent communications and critical thinking skills
• Ability to work in an autonomous environment
• Experience with financial calculators and tools, including the ability to analyze and interpret results
• Excellent organizational skills and attention to detail
• Ability to travel as needed

Education And/or Work Experience

• Minimum Education Required: Bachelor’s degree in finance, Accounting, Marketing, or a related discipline or equivalent work-related experience
• Minimum Work Experience Required: 3+ years related work experience or 1 year in a strategic role marketing insurance and/or annuity products
• Minimum Required Licenses/Registrations: Securities Industry Essentials (SIE), either Series 6 or Series 7, either Series 63 or Series 66, and Life and Health insurance license required or ability to obtain within 6 months of hire date