Senior Marketing Consultant – Life Insurance, Annuities

Responsibilities

• Lead the development and execution of integrated marketing campaigns across digital and print channels
• Partner with sales and channel leadership to identify opportunities that drive advisor engagement and revenue growth
• Create clear, compelling messaging that simplifies complex life insurance and annuity concepts for advisors and clients
• Develop and deliver marketing content including brochures, sales collateral, presentations, email campaigns, social media, web content, and case studies
• Track campaign performance, lead generation and results to ensure effectiveness and opportunities for improvement
• Manage projects end-to-end, ensuring timelines, quality, and compliance requirements are consistently met
• Support product or initiative launches with positioning, messaging, and go-to-market strategies
• Collaborate cross-functionally with internal stakeholders and external partners to deliver high-quality marketing programs that align with partner goals and requirements
• Work closely with compliance teams to ensure all communications meet regulatory standards
• Develop targeted strategies for key distribution partners, market segments, and focus firms
• Contribute to advisor and internal training initiatives through marketing and educational content

Requirements

• 5–7+ years of marketing experience, preferably in financial services
• Life insurance and/or annuity experience strongly preferred
• Strong understanding of advisor distribution channels (independent, broker‑dealer, RIA, etc.)
• Exceptional writing and editing skills with the ability to simplify complex financial concepts
• Experience executing multi-channel marketing campaigns (digital + traditional)
• Familiarity with marketing automation tools (e.g., Pardot, Marketo, HubSpot, Active Campaign, etc.)
• Strong project management and organizational skills with the ability to manage multiple priorities
• Strategic thinker who can build trusted relationships with key stakeholders and influence cross‑functional teams and drive alignment
• High attention to detail with the ability to thrive in a fast‑paced, remote environment