Key skills
CloudSalesforceLeadershipSales
About this role
Role Overview
- Manage high-volume marketing support for financial professionals
- Execute B2C marketing strategies including email campaigns and workshop promotion
- Uphold strict regulatory and compliance guidelines within all functions
- Assist Field Leadership with plan sponsor communications and tools
- Manage day-to-day requests from financial professionals across the organization
Requirements
- 2+ years of sales & marketing experience in a Client Services environment
- Hands-on experience working with Salesforce Marketing Cloud a plus
- Proficiency in Microsoft Office product suite (Excel, PowerPoint, MS Teams, Word)
- Able to make informed recommendations that align with strategic goals
- Insurance & Financial background a plus; specifically in annuities, life insurance, retirement planning and wealth management
Tech Stack
- Cloud
Benefits
- Health and Wellness: Medical, dental, and vision insurance plans
- Retirement Savings: Competitive 401(k) Plan with company matching
- Employee Assistance Program: Confidential counseling services
- Matching charitable donations: Corebridge matches donations up to $5,000
- Volunteer Time Off: Up to 16 volunteer hours annually
- Paid Time Off: At least 24 PTO days