Director, M&A Growth and Marketing in Life, Health Insurance and Financial Services

Alliant Insurance Services; California, Irvine (MO, CA); Remote; USD 250,000 - 300,000; Full time

Job summary

An established industry player seeks a Director for M&A Growth and Marketing in Life, Health Insurance, and Financial Services. This strategic role involves crafting and executing marketing strategies, overseeing personnel, and managing relationships with carriers. With a focus on leadership and compliance, the position offers a unique opportunity to drive growth and innovation in a dynamic environment. If you're passionate about insurance and have a strong background in sales and marketing, this is a chance to make a significant impact in a respected organization.

Qualifications

• Minimum of 10 years in insurance sales or management.
• Strong interpersonal and organizational skills are essential.

Responsibilities

• Develop and implement profitable marketing and business strategies.
• Supervise staff and manage budgets aligned with company values.
• Negotiate with carriers and support sales growth.

Skills

Sales and Marketing Knowledge

Financial Acumen

Supervisory Skills

Negotiation

Communication

Project Management

MS Office Proficiency

Education

Bachelor's Degree in Financial Services or Marketing

Master's Degree (Preferred)

Job description

Director, M&A Growth and Marketing in Life, Health Insurance and Financial Services

Location: United States

Req #: 3309

Published: Tuesday, March 4, 2025

SMS is part of the Alliant family of companies. We are a full-service insurance marketing organization (IMO) dedicated to supporting independent insurance agents across all 50 states. Our services include a comprehensive senior product portfolio, advanced technology, marketing programs, and support to help agents grow their business.

More information can be found at: www.seniormarketsales.com

SUMMARY

The role involves providing strategic oversight to develop and implement profitable marketing and business strategies, including mergers and acquisitions (M&A), for Senior Market Sales, LLC and its subsidiaries.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Marketing and Strategic Development: Collaborate with senior management to craft and execute profitable, compliant marketing and business strategies. Support staff development within marketing divisions and oversee marketing plans for carriers, including communications and industry engagement. Assist with M&A opportunities, including outreach, due diligence, and integration.
2. Employee Solutions: Work with the Alliant Employee Benefits Division to develop systems and programs that expand revenue and maintain industry competitiveness.
3. Relationship Management: Negotiate with carrier representatives, develop product portfolios, and support marketers and advisors to achieve sales success and growth.
4. Personnel Management: Supervise designated staff, including hiring, performance reviews, and policy enforcement.
5. Leadership and General Management: Set goals, monitor performance, manage budgets, and lead strategic initiatives aligned with company values and mission.
6. Special Projects and Other Duties: Participate in committees, support special projects, and perform additional tasks as assigned, ensuring compliance with policies and laws.

QUALIFICATIONS

1. Education/Experience: Bachelor's degree in financial services or marketing, with a minimum of 10 years in insurance sales or management. A Master's degree is preferred.
2. Skills: Strong sales and marketing knowledge, industry familiarity, financial acumen, supervisory skills, negotiation, communication, project management, and proficiency in MS Office. Excellent interpersonal and organizational skills are essential.

#LI-REMOTE | #LI-RF1

OTHER DETAILS

• Salary Range: $250,000 - $300,000
• Travel Required: Yes (75%)

To apply, click the "Apply Now" button. Alliant Insurance Services is an equal opportunity employer and participates in E-Verify. For accommodations during the application process, contact our Career Center at 1-877-901-9473.