Investment Marketing Analyst

Responsibilities

• Aid in the due diligence process by gathering data and researching products.
• Coordinate and track representatives through the first year training program and report on progress.
• Maintain product files, handle correspondence from investment companies, and ensure files are properly imaged.
• Support system technology maintenance, including MyView, RightBridge, and Docupace, related to training and promotion.
• Create and distribute impactful marketing communications across various internal and external channels.
• Research, develop, and present on various training initiatives such as mutual funds, brokerage, annuities, and other investment subjects.
• Promote the products and services of the broker/dealer and registered investment advisor.
• Aid in the promotion and marketing of Modern Woodmen’s variable products.
• Assist in reviewing, analyzing, recommending, and promoting appropriate field investment research sales tools.
• Maintain all performance training and reporting.
• Respond promptly to incoming and outgoing phone calls and emails to and from the field force to provide product information and sales support.
• Aid in the planning and organizing of events.
• Track progress towards team initiatives.

Requirements

• Bachelor’s degree required.
• Ability to pass FINRA Series SIE and 7 within six months of hire, and series 24 and 66 within one year of hire. Time to study during work hours provided.
• Work towards FLMI designation.
• Desire to learn the securities business from a marketing and sales perspective.
• Effective communication, presentation, collaboration, organization, and analytical skills necessary.
• Ability to use Microsoft Word, Excel, PowerPoint, and Teams preferred.
• Positive attitude, flexibility, and adaptability.
• High attention to detail.
• Desire to influence business results through strong relationships with field agents.
• Proactively manage daily tasks and multiple priorities.

Qualifications

• Ability to pass FINRA Series SIE and 7 within six months of hire, and series 24 and 66 within one year of hire.
• Work towards FLMI designation.
• Desire to learn the securities business from a marketing and sales perspective.
• Effective communication, presentation, collaboration, organization, and analytical skills necessary.
• Ability to use Microsoft Word, Excel, PowerPoint, and Teams preferred.
• Positive attitude, flexibility, and adaptability.
• High attention to detail.
• Desire to influence business results through strong relationships with field agents.
• Proactively manage daily tasks and multiple priorities.

Skills

• Strong communication and presentation skills.
• Organizational and analytical abilities.
• Microsoft Office Suite proficiency.
• Ability to work independently and manage multiple tasks.

Benefits

• Retirement plan.
• 401(k) matching plan.
• Employee Impact Bonus.
• Health insurance (company pays 100% of premiums).
• Dental and prescription drug insurance.
• Group term life insurance.
• Long-term and short-term disability coverage.
• Voluntary benefits: vision, flexible savings accounts (FSA), accident insurance.

Pay

The hourly pay for this position is $25.75. The specific rate will depend on the successful candidate's qualifications and prior experience.

Schedule

This is a full-time hybrid, hourly position: 37.5 hours per week (7.5 hours per day), Monday- Friday, with flexible start time between 7 a.m.-9 a.m. Hybrid positions work at least four days in office each week. Employees beginning to work in a new hybrid role will be expected to work on-site (five days a week) during the initial training period, which may be up to one year. Hybrid work arrangements are subject to change at any time based on business needs.

Stability

Modern Woodmen has been Modern Since 1883® and exists for our members. We make long-term decisions that provide stability for our employees, financial representatives, and members.

Culture

We build strong working relationships across our organization through collaborative work and volunteer opportunities.

Office Details

Enjoy a beautiful view! Our home office, located in downtown Rock Island, IL, has a lovely plaza overlooking the Mississippi River.

Café

On-site Café: Our employees can purchase a variety of breakfast, lunch, and beverage options at Café 1883.

Community

The Quad Cities offers an idyllic Midwestern lifestyle along the mighty Mississippi and consistently ranks at the top of the list for quality of life and cost of living. It is home to more than our share of artists, festivals, and fun in every season.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.