Marketer

Florida Financial Advisors

Tampa, FL

Full Time

Mid Level

7 days ago

Job Description

About the Role

Marketer at an Independent Marketing Organization (IMO). The role involves developing relationships with independent financial advisors and agents, promoting financial products, and supporting advisor growth through education, marketing tools, and back-office support. The position serves as a sales-focused liaison between product carriers and independent advisors to ensure they have the right tools and resources to drive production.

Key Responsibilities

Recruit and onboard independent financial advisors and insurance agents to the IMO platform
Develop and manage relationships with advisors to grow their business and retain their loyalty
Promote annuity, life insurance, LTC, and related products offered through multiple carriers
Act as a product expert and help advisors understand features, benefits, and suitability of offerings
Assist advisors with case design, illustrations, applications, and submission process
Collaborate with internal teams to develop marketing campaigns and sales materials
Track advisor performance and identify growth opportunities or training needs
Represent the IMO at industry events, trade shows, and training workshops
Stay up to date on carrier updates, regulatory changes, and competitive products

Requirements

2-5+ years in insurance or financial services marketing, preferably in an IMO, FMO, or BGA
Deep understanding of annuity and life insurance products
Proven experience in business development and relationship management
Excellent communication and presentation skills
Strong organizational and multitasking abilities
Familiarity with CRMs, quoting tools, and illustration software
Insurance license (preferred but not always required)