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Insurance Sales and Marketing Professional
1 week ago
We are looking for a highly skilled and experienced Financial Services Marketing Specialist to join our team. The ideal candidate will have a strong understanding of the financial services industry and excellent communication and interpersonal skills.
Your Key Responsibilities:
- Develop and execute sales and marketing plans to achieve business targets
- Collaborate with financial advisors to provide ongoing technical advice and support
- Partner with advisors to reach production targets and identify new business opportunities
- Manage and support leads and campaigns to drive business growth
- Ensure compliance with regulatory requirements and company policies
Requirements:
- RFP 1, 2 or 3 or Wealth Management 1, 2 or 3 qualification
- Minimum 2 years' experience in marketing and financial services sales environment
- Strong understanding of agency distribution model and supporting processing requirements
- Excellent communication and interpersonal skills