Life & Retirement Campaign Manager

What You'll Do

Strategic Marketing & Campaign Leadership

• Lead go-to-market strategies and integrated, multi-channel marketing programs that drive awareness, leads, calls, quotes, enrollments, deposits, rollovers, cross-sell opportunities, and sales.
• Develop and execute campaigns supporting Life, Retirement, and other financial services offerings.
• Serve as the marketing subject matter expert for Life & Retirement products, ensuring alignment between business objectives, customer needs, and marketing execution.
• Manage programs from concept through launch, measurement, optimization, and reporting.

Distribution & Sales Enablement

• Serve as a key liaison between agents, call center teams, and Life & Retirement business partners to align priorities and optimize program effectiveness.
• Support sales efforts by developing playbooks, toolkits, sales briefs, finalist materials, and local market activation plans.
• Assist with opening and activating payroll slots and driving field adoption of Life & Retirement solutions.
• Promote growth of registered representatives through onboarding campaigns, training initiatives, and enablement programs.

Partnerships & Business Development

• Manage Life & Retirement-focused marketing and sales partnerships, including: partner identification, onboarding and activation, ongoing enablement, performance evaluation.
• Develop strong relationships with internal and external stakeholders to drive mutual success and business growth.

Customer Insights & Experience

• Capture the voice of educators through research, surveys, and feedback programs.
• Translate customer insights into compelling messaging, offers, and customer journey enhancements.
• Partner with Customer Experience and Technology teams to improve digital experiences across quoting, enrollment, rollover, service, and support journeys.

Analytics & Optimization

• Collaborate with Analytics teams on audience targeting, lead routing, testing strategies, and performance measurement.
• Analyze campaign performance and ROI to identify opportunities for optimization and growth.
• Use data-driven insights to continuously improve marketing effectiveness and customer outcomes.

Qualifications

• Bachelor's degree required.
• FINRA Series 6 and 63 licenses required.
• 8+ years of progressive experience in marketing, sales, partnerships, or business development.
• Demonstrated success developing and executing marketing programs that drive measurable business results.
• Strong knowledge of Life Insurance, Retirement products, and related business processes.
• Experience with CRM platforms, marketing technologies, operational reporting tools, and analytics.