Sr. Consultant, Annuity Marketing Optimization

Nationwide • Columbus, OH

18h • Hybrid

About The Position

The Sr. Consultant, Annuity Marketing Optimization/Staff Administration is accountable for support in delivering Annuity sales and Annuity profitability by driving collaboration and optimization of marketing initiatives and programs that support the work across the Annuity Marketing organization. This role is accountable for coordinating associated marketing strategies, plans and execution, leveraging data to drive marketing investment optimization, and influencing alignment and collaboration with Annuity business partners through this staff administrative role. The Sr. Consultant, Annuity Marketing Optimization/Staff Operations is responsible for building strong organizational capabilities and solidifying marketing as a key partner across all functional areas, while mobilizing resources against strategic priorities, and enabling associates to understand their role in achieving the Annuity vision.

Are you ready to put your marketing savvy, communications skills and data driven approach to work for one of the top brands in the insurance and financial services industry? If you want to influence a large marketing investment spend, drive business growth and profitable results using the best in class marketing technology, we want to hear from you! As a Senior Consultant, you'll lead the development and execution of marketing strategies using highly advanced marketing principles. You will execute on future business or marketing needs driven by quantitative data/research, competitive insights and/or consumer behaviors. Additionally, we'll count on you to ensure a strong focus on end-to-end customer experience, delivering exceptional customer experience overall.

Requirements

• FINRA Series 6 licenses required within 120 days of hire.
• Bachelor’s degree in marketing, business administration or related field; graduate degree highly desirable.
• Technical insurance designations such as CPCU, CLU, ChFC, FLMI considered a plus.
• Additional licensing may be required to hold this position and associates will need to acquire the required federal and/or state licenses/registrations within the designated time period.
• Additional licenses/registrations may be required when new products and services are implemented.
• If an associate fails to acquire required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position.
• Typically, 10 or more years related professional experience in marketing, field sales management, insurance or related field.
• Master’s degree may be substituted for a portion of the experience requirements as appropriate.
• Prior marketing development and project leadership exposure/experience preferred.
• In-depth knowledge of marketing methodologies, insurance and/or financial services products including regulatory environment, distribution systems, and customers preferred.
• Knowledge of product distribution methods.
• Ability to develop and review research studies, communicate research findings, market recommendations based on findings, develop and negotiate contracts/service agreements with internal/external contacts, and lead multiple projects planning projects.
• Ability to function independently or in a team environment.
• Demonstrates core marketing proficiencies, including strategy development, utilization of insights and analytics, building brand equity and developing effective marketing communications.
• Command of and ability to understand and deliver customer focus, operating capabilities, and strategic capabilities.
• Other criteria, including leadership skills, competencies and experiences may take precedence.

Nice To Haves

• graduate degree highly desirable
• Technical insurance designations such as CPCU, CLU, ChFC, FLMI considered a plus.
• Prior marketing development and project leadership exposure/experience preferred.
• In-depth knowledge of marketing methodologies, insurance and/or financial services products including regulatory environment, distribution systems, and customers preferred.

Responsibilities

• Strategic Responsibility: of Annuity Marketing Strategy: working across Annuity Marketing team to aggregate and pull insights around our core audiences together to inform the broad Annuity Marketing strategy. Works with Annuity Distribution, Annuity Product and Cross Annuity Marketing teams to create business cases, portfolio management and marketing performance to support the Annuity business strategy.
• Delivering Marketing Effectiveness and Value: Drives focus on top return on investment initiatives within Annuities. Leverages data and results to optimize marketing investments, drive strategic decisions, and to deliver business value. Recommends budget and marketing activities. Determines return on investment and evaluates effectiveness of product marketing programs; adjusts accordingly.
• Ownership of Annuity Marketing Strategic Administration: Supports Annuity Marketing Leadership team on strategic projects and administration. This includes, managing overall budget / looking for efficiency and benefits realization, delivery of strategic priorities from Annuity Business as well as overall Marketing organization with monthly Annuity Council, Quarterly Performance Reviews, scorecard, communication plans and team engagement.
• Champions Marketing Collaboration: Works across the Marketing organization to leverage investments and resources to support the Annuity Marketing strategy and business objectives. Encourages team agility, collective resource impact, and shared best practices. Drives alignment with partners on defined priorities and goal clarity to increase decision velocity.
• Inspires Marketing Innovation: Improves marketing plans and initiatives by employing a test and learn philosophy and delivers insights to optimize the Annuity business portfolio. Owns the innovation and refinement of marketing programs that drive profitable product growth objectives and delivers on key marketing efficiency metrics.
• Passion for People and Organizational Development: Builds an outstanding marketing organization and culture that values agility, collaboration, and progress over perfection. Role model student of marketing and of the industry. Works within their team and as a member of the Annuity Marketing leadership team to manage talent, coach, build technical Marketing expertise, and build a market-driven culture. Creates highly collaborative partnerships with Business Development, Sales, and Marketing partners. Understands and advocates the voice of the customer and partner and leverages marketplace understanding to drive strategy and execution.
• Leads with a Growth Mindset: Promotes a culture within the team that continues to accelerate our competitive advantage by turning challenges into opportunity, approaching problem solving with creativity, embraces feedback, and prioritizes learning and upskilling.
• Organizational management: Manages associates, including performance, salary planning and administration, development, workflow, and organizational planning, hiring and placement.
• Leads in the development and execution of strategies and plans that ensure long term sustainable growth of the business.
• Synthesizes data and uses this understanding to support identification and innovation of business building solutions.
• Leads sophisticated projects and processes within area of responsibility to deliver results with multiple target completion dates and shifting priorities.
• Implements digital and traditional marketing tactics and media, including creative development process, planning, and execution.
• Leads creative development and provides specific feedback on look and feel and develops strong creative briefs.
• Monitors emerging innovative trends in content, design and marketing tactics
• Reviews and analyzes customer insights and analytics and tools to understand and forecast market, competitor and customer needs and behavior.
• Helps to define appropriate target audiences, evaluate sufficiency, and effectively get results with data-based decisions.
• Ensures programs are on strategy and on schedule.
• May perform other responsibilities as assigned.

Benefits

• medical/dental/vision
• life insurance
• short and long term disability coverage
• paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
• nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of Unity Day paid time off
• 401(k) with company match
• company-paid pension plan
• business casual attire

What This Job Offers

• Job Type: Full-time
• Career Level: Senior