Life & Retirement Campaign Manager

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.

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, and 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
Required

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 campaign analytics.

Strong business acumen and demonstrated ability to make data‑driven decisions.

Preferred

Master’s degree (MBA, M.Ed., or related discipline).

FINRA Series 24, 26, 65, or 66 licenses.

5+ years of experience within education, insurance, financial services, or retirement industries.

Experience leading Life and Retirement marketing programs (both preferred).

Pay Range
$105,200.00 – $147,950.00 annually

Salary is commensurate to experience, location, etc.

Equal Opportunity
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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