About The Position

The Content Creator/Consultant is responsible for producing high-quality, field-facing content using tools like Canva with a primary focus on Instagram, field web, Facebook and LinkedIn. This role combines creative content development with production operations, ensuring all assets are brand-aligned, compliant, optimized for social engagement, and ready for agent use. Working within established content frameworks, the consultant will manage high-volume social content production, contribute to Canva template ecosystems, develop content documentation, and oversee content workflows from creation through compliance approval and publishing. The ideal candidate is highly organized, AI-savvy, and experienced creating engaging financial literacy and financial wellness content within a regulated environment.

Requirements

  • Expert-level Canva experience, including template creation, social media design, and project management
  • Strong content creation, digital design, and copywriting skills
  • Experience managing high-volume content production in fast-paced environments
  • Familiarity with compliance processes, preferably within regulated industries such as financial services, insurance, or healthcare
  • Financial literacy and experience creating financial or educational content
  • Knowledge of social media best practices, platform algorithms, and emerging trends
  • Experience using AI tools including ChatGPT, Microsoft Copilot, Claude, Canva AI, or similar technologies, with the ability to apply human judgment and fact-check AI-generated content
  • Strong organizational skills with experience managing multiple projects and production deadlines
  • Proficiency in Microsoft Office Suite
  • Excellent attention to detail and commitment to brand consistency
  • Research, critical-thinking and problem-solving skills

Nice To Haves

  • Experience working within financial services, insurance, or other regulated industries
  • Experience developing scalable content systems, templates, and documentation
  • Ability to balance creativity with operational execution and process improvement
  • Experience collaborating across cross-functional marketing, creative, compliance, and digital teams

Responsibilities

  • High-volume production of social content, including posts, carousels, templates, AI-assisted animations, and short-form video content
  • Develop of content guides, starter kits, documentation, SOPs, and workflow resources
  • Manage of social content production workflows, including coordination of compliance approvals and publishing to internal content libraries
  • Create, maintain, and optimize Canva templates and asset libraries
  • Ongoing support of content production, cadence and compliance cycles
  • Research social media trends, platform algorithms, and best-performing content formats
  • Utilize AI tools such as ChatGPT, Copilot, Claude, Canva AI, and approved internal technologies while applying human review and fact-checking to ensure quality and compliance
  • Create engaging social media content including posts, carousels, graphics, Canva templates, and visual assets
  • Produce multiple content variations for DBA and Non-DBA agents
  • Translate messaging frameworks and content strategies into ready-to-publish assets
  • Build and maintain Canva Enterprise templates, asset libraries, and reusable design systems
  • Develop content guides including Getting Started, Setup, and General Market resources
  • Partner with Creative, Brand, Compliance, and Digital Enablement teams to review, refine, and finalize content
  • Manage production workflows, timelines, approvals, and publishing logistics
  • Proofread, format, and adapt content to meet brand, compliance, and platform standards
  • Support major content initiatives, launches, and ongoing social media production
  • Maintain organized documentation of project status, workflows, and completed deliverables
  • Collaborate with the manager and cross-functional stakeholders to ensure timely execution of priorities
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