Insurance & Annuities Marketing Specialist

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. Responsibilities 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. 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. #J-18808-Ljbffr Benjamin F. Edwards