Product Marketing Diretor (Annuities / DI)

Job Description

Job Description

Position Title: Product Marketing Director – Annuities and Disability Insurance

Reports to: Partner

Department: Marketing – Product & Brand

Location: Boston or Pheonix

Classification: Full-time / Exempt

Summary / Job Objective: The Product Marketing Director leads the development and execution of the Annuity and Disability Insurance (DI) product marketing strategy. This role is responsible for defining clear positioning, messaging, and go-to-market initiatives that drive product sales, advisor adoption, and long-term advisor retention. This role owns performance measurement across all product marketing efforts and ensures alignment between product, sales, and distribution teams to support market growth and competitive differentiation.

Primary Responsibilities

· Develop Product Marketing Strategy: Work with sales leaders to define clear, compelling positioning and messaging that resonates with insurance professionals, advisors, brokers, financial institutions, RIAs, financial professionals and their clients.

· Field & Sales Enablement: Create sales playbooks, training content, presentation decks, product one-pagers, and campaign materials tailored for ADCs (internal sales), advisors, and their clients.

· Drive Advisor Engagement : Create, manage and enhance advisor marketing programs and campaigns that help drive advisor retention and engagement. Develop attribution models to highlight how marketing is helping drive business KPIs.

· Provide Competitive Intelligence: Monitor the industry and competitive landscape to identify trends, opportunities, and threats, translating those insights into field-ready positioning and marketing programs.

· Campaign Oversight: Plan and execute multi-channel campaigns that promote product awareness, sales opportunities, and advisor recruitment or activation. Drive marketing strategy for product launches and enhancements, working closely with product, distribution, and training teams to align efforts.

· Analytics & Optimization: Track and measure product marketing effectiveness through KPIs, campaign performance, and feedback loops to continuously improve strategy and execution. Ensure marketing tactics are tied to business objectives.

Qualifications

· 7-10 years of financial services experience in marketing with a carrier, agency, distributor or equivalent.

· Solid understanding of financial and insurance products with proven results in launching and scaling third-party products through advisor distribution.

· Exceptional written and verbal communication skills, with experience developing high-impact messaging and presentations as well as technical analysis.

· Experience with market research, competitive intelligence, and data-driven decision-making.

· Demonstrated ability to influence and collaborate across all levels of an organization

Core Competencies

· Strategic Thinking : Ability to connect business goals, market dynamics, and customer needs into actionable marketing strategies.

· Leadership & Influence : Inspires cross-functional teams and drives alignment without direct authority.

· Analytical Skills : Comfortable analyzing data, identifying trends, and using insights to inform strategy.

· Communication Excellence : Skilled storyteller who can craft compelling narratives for diverse audiences.

· Execution & Agility : Proven track record of managing multiple priorities, adapting to change, and delivering results.

· Collaboration : Ability to build strong partnerships across product, sales, marketing, and executive teams.

· Innovation : Creative problem-solver who brings fresh ideas to enhance market impact.

Compensation & Benefits

Compensation (based on experience)

• Annual Base Salary: $100,000 - $125,000 (exempt)
• Annual performance bonus target: 20%
• Commission

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Paid parking

Location

Primary location preference is Boston. Phoenix would also be considered.

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.