Head of Annuity and Retirement Marketing

About the Role

Key Responsibilities

• Responsible for creating an overarching strategy for the Financial Protection- Annuity line of business, including marrying existing and new products sold through our General Agency distribution system as well as through the Third Party and Broker Dealer arm.
• Oversee the development of content that aligns to the developed strategy and create, maintain, and update materials for products offered through the annuity line of business.
• Provide product and program launch strategies, updates, and maintenance communications to support sales activity and consumer engagement.
• Support annuity wholesalers through the creation and maintenance of client facing seminars, presentations, invitations, thought leadership, and print materials needed for meetings, campaigns, and more.
• Plan the budget and invoice management for the annuity line of business, maintain budget and process all associated invoices, and find future cost saving opportunities.
• Partner with Legal to file all necessary materials for registered products and handle state-specific requirements including filing, applications, and vendor management.
• Assist with ad-hoc supplemental mailings and regulatory updates, manage implementation and data collection.
• Work through compliance systems to ensure all content is approved, including correct disclosures, and tracked in accordance with evolving industry regulatory requirements.
• Work cross-functionally to ensure all necessary partners have provided input on materials/projects.
• Manage usage and all aspects of inventory, including tracking marketing inventory and recommending strategies to maintain an efficient content suite.
• Use KPIs relating to product launches, sales campaigns, and materials to direct existing and future strategy.

Requirements

• Deep knowledge of and experience with the annuities business, with a minimum of 8 years in annuity, insurance, or financial industry marketing.
• Organized and able to manage multiple projects simultaneously, with project management experience considered a plus.
• Excellent written and verbal communication skills, with the ability to thrive in a fast-paced, start-up-like environment.
• Ability to act as a thought leader in the annuities line of business.
• Sense of urgency and solution-oriented mindset.
• Receptive to feedback and driven towards personal growth.
• Highly collaborative, cross-functional approach to success internally and with external partners or agencies.
• Knowledge and respect for marketing in highly regulated industries.
• Bachelor's degree required, with experience in annuities and marketing.

Nice to Have

• Project management experience.

Qualifications

• Bachelor's degree in marketing or related field.
• Minimum 8 years of experience in annuities, insurance, or financial industry marketing.

Benefits & Perks

• Support and flexibility to achieve professional and personal goals.
• Opportunities for skill-building, leadership development, and philanthropic involvement.
• Supportive, contemporary, flexible, and inclusive benefits and resources.
• Incentive compensation may be available in addition to salary.