Senior Sales and Marketing Associate

Wintrust Financial Corporation•Newark, NJ

1d•$85,000 - $110,000•Onsite

About The Position

As the largest life insurance premium finance company in the country, Wintrust Life Finance provides customized financing solutions to qualified borrowers seeking to finance their life insurance premiums. Our financing solutions have supported numerous planning structures, including traditional wealth transfer, key-man insurance, buy-sell arrangements, split dollar arrangements, term alternatives, charitable giving, income replacement strategies, and more. Wintrust Life Finance is a subsidiary of Wintrust, a financial services company with more than $66 billion in assets. This position has the opportunity to interface with and have a positive impact on multiple areas of Wintrust's business. We hold ourselves accountable to high standards, share wins, operate ethically, and have fun. This role is the operational engine behind the Chief Growth Officer/Head of Sales and regional VPs — a hybrid internal wholesaler, sales support strategist, and marketing operator who strengthens advisor relationships, drives pipeline momentum, and elevates the unit’s brand presence. The candidate is a core member of the WLF client facing team. This individual partners directly with the Head of Sales and supports RVPs by managing advisor engagement, coordinating/supporting pipeline activity, producing marketing collateral, and ensuring the sales organization runs with precision. This role blends relationship management, pipeline orchestration, content creation, and sales enablement — ideal for someone who thrives in a fast moving, advisor facing environment and understands the nuances of life insurance, premium finance, HNW/UHNW client services.

Requirements

3–7 years of experience in financial services, ideally in premium finance, insurance distribution, private client lending, or RIA/wealth management channels.
Strong understanding of advisor ecosystems, and sales cycles
Exceptional communication skills — polished, concise, and executive ready.
Proficiency with CRM systems, pipeline reporting, and sales analytics.
Ability to produce clean, modern marketing materials and presentations.

Nice To Haves

Understands the nuances of life insurance, premium finance, HNW/UHNW client services.

Responsibilities

Serve as the primary internal point of contact for our Head of Sales, RVPs, their advisors/clients, and other centers of influence.
Support regional VPs with meeting prep, follow‑ups, on-site conference/tradeshow support, and proposal coordination with ‘new business.’
Manage inbound advisor inquiries and triage requests to underwrite, operations, or regional leadership.
Maintain visibility into pipeline stages, benchmarks/goals, and business calendar milestones.
Liaise with relevant business units and product partners where appropriate.
Conduct proactive outreach to advisor partners to drive meeting activity and uncover new opportunities.
Schedule and prepare meetings, webinars, and training sessions for regional VPs.
Deliver product overviews, premium finance fundamentals, and lending solution positioning to newer, less seasoned advisors.
Track advisor engagement metrics and identify high‑potential relationships.
In collaboration with WTFC marketing account manager, create polished marketing materials: pitch decks, one‑pagers, case studies, and advisor‑facing collateral.
Partner with the Head of Sales to refine messaging, brand tone, and strategic communication.
Manage digital content updates (website, advisor portal, email campaigns) in concert with WTFC marketing
Support event planning, conference prep, and roadshows in concert with WTFC events/marketing
Maintain CRM accuracy across leads, opportunities, and advisor interactions.
Generate weekly pipeline reports for the Head of Sales and regional VPs.
Monitor production trends, advisor activity, and territory performance.