Marketing Specialist
LOCATION
Clear Spring Life and Annuity Company, a Group 1001 company
QUALIFICATIONS
Bachelor's degree in marketing, advertising, or business management or equivalent experience preferred. Proficiency in Adobe Creative Suite, particularly Illustrator, InDesign, and Photoshop, along with excellent communication skills and 1+ years of experience in insurance or annuity products.
RESPONSIBILITIES
Create and maintain marketing materials, develop and execute marketing campaigns, coordinate with Independent Marketing Organizations (IMOs), support product promotion and sales, update websites, manage marketing requests, and produce detailed reporting for KPIs.
INDUSTRY
Insurance and Financial Services
SHORT DESCRIPTION
The Marketing Specialist will drive marketing initiatives for Clear Spring Life and Annuity Company, focusing on creating marketing materials and executing campaigns to enhance brand presence and support sales efforts.
- Research & Support - Work cross-functionally to coordinate response to a wide range of IMO requests through research and collaborative problem solving
- Create and design new and maintain existing marketing materials including brochures, sales guides, and training materials
- Contribute to and collaborate with the team to develop marketing ideas and campaigns including webinar decks, email blasts, and mailers
- Establish and grow relationships within the IMO channel through clear and concise communication
- Collaborate to create, plan, and execute agent experiences and events and attend events as needed
- Fulfill requests for custom agent advertisements
- Update website with current rates, sales materials, forms, and news
- Work cross-functionally with internal departments on projects that affect Marketing and Sales
- Work with vendors to maintain standards and meet deadlines
- Maintain and update records to produce detailed reporting for Marketing and Sales KPIs.
- Fulfill requests for materials needed for the sales process including Marketing Collateral, Annuity Illustrations, and Sales kits
- Degree in marketing, advertising, or business management or equivalent marketing experience preferred.
- Proficient in the Adobe Creative Suite including Illustrator, InDesign, and Photoshop
- Previous experience operating within brand guidelines
- Excellent oral, written, listening, and presentation skills and ability to clearly articulate complex information to others.
- Salesforce experience preferred
- Spreadsheet proficient (Microsoft Excel functions/formulas)
- Limited travel (<5%) may be required
- 1+ years’ experience servicing insurance or annuity products or related role.
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