Marketing & Lead Generation Analyst

Do you love digging into marketing analytics to guide lead-generation strategies? Are you a talented copywriter and communicator who understands how to engage with target audiences? Are you ready to join a small, supportive team that makes a difference in the lives of others?

Senior Financial Group (www.sfgmedicare.com) and National Contracting Center (www.nccagent.com) are searching for a Digital Marketing Specialist to join our growing team. Reporting directly to the SFG Agency Manager, this role will develop and implement creative and data-driven marketing strategies to generate qualified leads that will convert to sales. This role offers an excellent opportunity for a talented and motivated individual to apply hands-on experience in all aspects of marketing in a fast-paced and engaging environment. Our ideal candidate will be trusted to dive right in and use initiative to achieve aggressive goals.

We offer:

• W2 role with a competitive base salary plus bonus
• Full benefits, including medical, dental, vision, telehealth, 401k with generous match (100% match up to 5%), student loan paydown assistance program, paid parental leave, paid compassionate leave (for pregnancy loss/miscarriage), paid caregiver leave, company-paid disability coverage, and more.
• Three weeks of PTO plus generous paid company holidays, including Twixmas! We close our offices between Christmas and New Year's Day to give our team a chance to have quality family time after our busiest season (fall).
• A commitment to professional development and full access to LinkedIn Learning.
• A vibrant company culture that supports work-life balance, a growth mindset, and opportunities to teach and learn.
• A fulfilling career that helps others.

Please note that this role is hybrid (Knoxville metro area) with 3+ days/week in the office/community. Remote candidates will not be considered.

Personal Characteristics and Competencies

• a collaborative person who enjoys learning, asking good questions, sharing knowledge, and working with others to produce results
• an effective communicator: over the phone, in person, virtually, and in writing
• an attitude of persistence, initiative, and a “can-do” attitude
• a highly organized individual who can plan, prioritize, and meet deadlines and help others do so.
• a service and growth-oriented individual who enjoys helping others succeed and grow
• a self-managed and highly motivated person who enjoys the freedom to develop, create, and innovate
• someone who comes to the table with solutions and effectively resolves issues and conflicts in a positive manner
• someone with excellent independent judgment, discretion, confidentiality, and negotiation skills who deals effectively with delicate situations
• a positive, team-oriented person who connects well with all types of people to build long-lasting, meaningful, and productive business relationships with colleagues
• a persistent individual who is committed to doing the work necessary for success
• a flexible individual who is willing and able to adjust to changes in our market and assimilate new information
• a professional individual with critical thinking skills who challenges assumptions and focuses on growth
• an individual who manages time well and can juggle multiple priorities
• a highly intelligent individual who can learn and/or manage new software programs and solve problems, as well as helping others do the same

Knowledge, Skills, and Abilities

• A keen understanding of systems, data, and reporting, focusing on continuous improvement, user experience, and repeatable and scalable processes.
• an aptitude for influencing others through persuasion, motivation, and the strength of the relationship
• work quickly and knowledgeably with Microsoft Office Suite
• effectively organize and prioritize, meet deadlines, and deliver results

• analyze information, remain up to date on changes in that information, and be able to clearly and accurately present that information to others
• understand how to create strategic marketing and communication plans and execute them effectively
• understand how to target various campaigns or events to specific audiences
• effectively measure and ROI of marketing and advertising spend; constantly refine and improve methods
• write and edit clearly and persuasively
• manage and analyze social media to engage with our target market(s)
• evaluate multiple advertising, marketing, PR, and sponsorship opportunities for maximum value
• effective vendor management
• solicit, provide, and benefit from feedback that will refine and improve communication and marketing
• ability to create marketing materials with Adobe Creative Suite software
• thoroughly understand the insurance products provided through SFG & NCC
• effectively navigate and leverage a CRM (Customer Relations Management system)
• possess strong skills in developing and nurturing cooperative relationships with varying stakeholders

Key Responsibilities:

• create and develop innovative marketing and advertising strategies to support business objectives

• measure, assess, and report results with a focus on continuous improvement and innovation

• analyze sales and marketing metrics, data from population group surveys, economic and market trends, and various methods of advertising
• ensure brand consistency through all marketing channels and engage in reputation management

• solicit and use customer feedback to ensure client satisfaction
• clearly communicate our value proposition to various stakeholders
• develop concepts and copy for advertising; liaise with external marketing and public relations businesses, graphic designers, and printers
• create and oversee the production of marketing and educational materials, including business cards, brochures, flyers, sales tools, and promotional products
• collaborate with employees and independent career agents (ICAs) on lead generation strategies, development of referral partners, educational events/seminars, conferences, community events, public relations events, and sponsorships; plan and promote events and ensure appropriate representation
• develop and manage external communications, such as website, TV, newspaper, e-blasts, emails, blogs, social media, printed materials, thank you messages, etc.
• coordinate with management on internal communications to ensure consistency with the brand and message
• collaborate across SFG and NCC for sharing marketing ideas, process improvements, cross-training, and to increase the value we offer to Medicare beneficiaries, agents, and agencies

Include: Evaluate and manage lead generation sources and implement digital lead generation campaigns

Qualifications:

• Bachelor’s degree or equivalent combination of education and experience
• Experience in varied marketing functions, especially lead generation, digital marketing, event planning, and ROI reporting
• Proficiency in MS Office 365 suite (Word, Excel, PowerPoint, SharePoint, Teams, and Outlook),
• familiarity with SEO/SEM. Salesforce Marketing Cloud, Salesforce CRM, Google Analytics, Google Ads, Facebook ads and analytics, social media platforms, content management systems
• high level of technology/business acumen
• experience creating B2C marketing plans; experience with B2B preferred
• experience with data analysis
• experience with online training platforms and videoconferencing tools, e.g., Teams, WebEx, GoToMeeting, Zoom
• valid driver’s license and reliable transportation; local travel required
• exceptional content writing and proofreading skills
• working understanding of print and web design principles
• experience in the healthcare insurance industry preferred
• demonstrated knowledge of Medicare and other Senior insurance products preferred
• entrepreneurial experience, large or small
• experience with lead generation techniques
• community/volunteer leadership experience

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This position requires interaction with people and technology while either standing or sitting. To best serve our customers on the phone, face-to-face, or the computer, all employees must be able to communicate with or without