Insurance & Annuities Marketing Specialist

Benjamin F. Edwards; St. Louis (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Life & disability insurance

Job summary

Benjamin F. Edwards is seeking an Insurance Marketing Specialist to support marketing, sales and distribution of life, long-term care and disability insurance and annuity products. You will educate Financial Advisors, develop campaigns, analyze data and coordinate with vendors for product enhancements.

The role involves collaboration with compliance, training initiatives, and occasional travel, contributing to the growth of the firm’s advisory network and client services.

Qualifications

• Bachelor’s degree in finance, accounting, marketing, or related discipline (or equivalent).
• 3+ years related experience or 1 year in a strategic marketing role for insurance/annuity products.
• SIE and Series 6/7 and Series 63/66 licenses and Life & Health license or ability to obtain within 6 months.

Responsibilities

• Assist in marketing campaigns for life, long-term care and disability insurance and annuities.
• Partner with internal and external stakeholders on marketing materials distribution.
• Educate Financial Advisors on insurance planning and wealth transfer strategies.
• Develop, monitor and analyze campaign and sales data for insurance and annuity products.
• Assist with training initiatives for the growth of Benjamin F. Edwards Associates.
• Manage external vendors and recommend changes to products.
• Coordinate with partners on business processes improvement.
• Collaborate with Compliance on marketing approvals and WSP input.
• Assist with client presentations and seminars as needed.
• Handle advisor calls, problem solving and liaison with vendors.

Skills

MS Office

Insurance products knowledge

Communication skills

Autonomy

Financial calculators

Organizational skills

Travel willingness

Education

Bachelor’s degree in finance/accounting/marketing

Job description

The Insurance and Annuities Marketing Specialist is responsible for assisting with the marketing, sales and distribution of all life, long-term care and disability insurance and annuity products.

• Assists in the development and implementation of all marketing campaigns regarding the sale of life, long-term care and disability insurance policies and annuity products.
• Partners with internal and external stakeholders on the creation, customization and distribution of all marketing and promotional materials for all offered insurance and annuity products.
• Educate Financial Advisors on insurance planning and income planning strategies, wealth transfer and product updates.
• Develop, monitor and analyze all campaign and sales data for insurance and annuity products.
• Assist with key training initiatives for the growth and development of Benjamin F. Edwards Associates.
• Manage external vendors and make recommendations for changes to offered insurance and annuity products.
• Coordinates with internal and external partners on business processes improvement.
• Collaborates with the Compliance team on marketing approvals and provides input for the firms Written Supervisory Procedures (WSP).
• Assist and participate in client presentations and seminars as needed.
• Handle incoming calls from Financial Advisors including problem solving, idea generation, and acting as a liaison between vendors and/or Financial Advisors.
• Assists with due diligence on insurance providers, reviews selling agreements and supports recommended list of providers.
• General knowledge of laws, legal codes, precedents, government regulations, and agency rules; familiarity with compliance issues surrounding insurance products. Other duties as assigned.

Qualifications

• Proficient in Microsoft Office Suite
• Extensive knowledge of life, long-term care and disability insurance and annuity products.
• Excellent communications and critical thinking skills
• Ability to work in an autonomous environment
• Experience with financial calculators and tools, including the ability to analyze and interpret results
• Excellent organizational skills and attention to detail
• Ability to travel as needed

Education And/or Work Experience

• Minimum Education Required: Bachelor’s degree in finance, Accounting, Marketing, or a related discipline or equivalent work-related experience.
• Minimum Work Experience Required: 3+ years related work experience or 1 year in a strategic role marketing insurance and/or annuity products.

Licenses/Registration

• Minimum Required: Securities Industry Essentials (SIE), either Series 6 or Series 7, either Series 63 or Series 66, and Life and Health insurance license required or ability to obtain within 6 months of hire date

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.

Benjamin F. Edwards is an Equal Opportunity Employer.