Penn Mutual Life Insurance Hiring for Relationship Manager, Career Agency System Field Marketing Job at Remote Full Time

Position Overview

The CAS Field Marketing Manager plays a key role in providing a full range of marketing expertise, support and leadership to field offices / agency leaders and their financial professionals to drive strong sales results. This position is integral to collaborating with multiple agencies and their leadership to develop and execute the marketing strategy for the agency. This position is responsible for planning and coordinating activities to drive sales, including advertising initiatives and marketing campaigns.

We’re seeking those with a combination of strategic thinking, collaborative decision making, relationship building, and a desire to innovate and experiment when launching campaigns. As an individual contributor, we’re relying on our CAS Field Marketing Manager to navigate both strategy & tactics, with a mindset towards long-term planning, while embracing the need for seasonal adjustments, quick victories and pivots when the markets or new opportunities arise.

Career wise, we focus on you. Your growth and development, and leveraging your towering strengths and expertise to be successful. We drive to results, but use every opportunity to focus on developing your talents, expertise and a healthy work-life balance. We value loyalty and those who seek a long-term career with Penn Mutual.

Responsibilities

• Consult on strategic direction and fresh marketing ideas with many managing partners and key financial professionals of several Penn Mutual agencies.
• Responsible for relationship management and account management functions like strategic project intake, regular communications, prioritization of key initiatives and idea sharing across multiple agencies, managing partners and internal stakeholders.
• Design and create marketing campaigns based on target markets to gain new customers and build repeat business, as well as drive recruiting of new financial professionals to the agencies. Leverages phases like initiation, design, testing, and execution on multiple campaigns at any given time.
• Accelerates production for new and established financial professionals through collaboration on creating their marketing plans and marketing / advertising campaigns, as well as their digital presence via their website, social media outlets, email and paid advertising.
• Reviewing current marketing campaigns for weaknesses and developing solutions within budget constraints. Responsible for decisions like starting, stopping, or course-correction on campaigns and projects.
• Formulates project teams and supervises execution, progress and measurement of marketing campaigns and their success across digital (web, email, social, SMS & text) and print media.
• Ensure campaign implementation follows Penn Mutual’s and their agencies’ brand guidelines, as well as regulatory/compliance guidelines.
• Develops KPIs and metrics to measure the success of all marketing and advertising spend, and compiles regular reports of campaign performance and results.
• Identifies new markets and natural markets through market research, voice-of-the-customer listening posts, competitive NPS and other strategic sources.
• Performs other duties as assigned.

Required Skills

Education/Licenses/Professional Designations

• Bachelor’s degree in Business Administration or Marketing preferred or equivalent work experience.
• American College professional designation or advanced degree (or working towards) a plus.

Skills & Abilities

• Consultative, with a listen-first approach to partnering with our agency leadership and internal stakeholders.
• Achieves Results. Provides full range of support to their agencies and financial professionals to achieve strong results by playing a key role in the business planning process, tracking and reporting results and executing on business plans and accompanying marketing plans.
• Possesses negotiation skills to negotiate priorities, marketing resources and can course correct or stop projects that don’t deliver on expectations – making room for those with higher ROI potential.
• Agency Strategy. Collaborates with agency leadership to develop agency strategy and uses metrics and data to measure execution of the strategy.
• Communication and Writing Skills. Demonstrates strong communication skills within and outside of the agency. Demonstrates strong presentation skills.
• Business Acumen. Demonstrates ability to target local markets including the community, competitors, strategic relationships and demographics, in-depth knowledge of life insurance and annuity products and understands the sales process.
• Relationship Building and Collaboration. Demonstrates excellent collaboration and listening skills, the ability to engage others, and the ability develop trust.
• Instills confidence and demonstrates a complete understanding of what is needed to move the business forward.
• Uses original and innovative approaches to messaging and marketing programs and events.

• Leadership. Exceptional communication and project management skills.

Required Experience

Experience

• 7-10+ years in a similar role.
• 2-3 years leading the creation and implementation of marketing plans.
• In-depth knowledge of running B2B and B2C campaigns.
• A good understanding of current marketing trends.
• Financial services / life insurance industry experience required.
• In-depth technical understanding of life and annuity products and sales concepts, technology, related tax laws and state regulations.
• Bachelor’s degree in communication, digital marketing or related fields.
• Experience with technology such as LinkedIn Sales Navigator, SmartOffice, Redtail, Canva, Asana, FMG, Salesforce Marketing Cloud, Camtasia, Microsoft Powerpoint, Excel, and Word.

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and employees, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

About the Penn Mutual Life Insurance Company

Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.