Senior Marketing Consultant – Life Insurance, Annuities

🕒 June 19

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Logo of Saybrus Partners

Saybrus Partners

51 - 200 employees

💸 Finance

🤝 B2B

Insurance • Finance • B2B

Saybrus Partners is a company that collaborates with financial professionals to provide insurance and annuity solutions for income, estate, and business planning, as well as protection against life's uncertainties. They partner with financial institutions, insurance retailers, broker-dealers, and the top life and annuity carriers in the industry. Saybrus Partners offers expertise in assisted sales, traditional wholesaling, new business operations, and custom product design to meet a variety of insurance needs. With a focus on aligning with partner objectives and maintaining high standards, they deliver specialized expertise and customized support to help partners and clients achieve success.

📋 Description

• Lead the development and execution of integrated marketing campaigns across digital and print channels • Partner with sales and channel leadership to identify opportunities that drive advisor engagement and revenue growth • Create clear, compelling messaging that simplifies complex life insurance and annuity concepts for advisors and clients • Develop and deliver marketing content including brochures, sales collateral, presentations, email campaigns, social media, web content, and case studies • Track campaign performance, lead generation and results to ensure effectiveness and opportunities for improvement • Manage projects end-to-end, ensuring timelines, quality, and compliance requirements are consistently met • Support product or initiative launches with positioning, messaging, and go-to-market strategies • Collaborate cross-functionally with internal stakeholders and external partners to deliver high-quality marketing programs that align with partner goals and requirements • Work closely with compliance teams to ensure all communications meet regulatory standards • Develop targeted strategies for key distribution partners, market segments, and focus firms • Contribute to advisor and internal training initiatives through marketing and educational content

🎯 Requirements

• 5–7+ years of marketing experience, preferably in financial services • Life insurance and/or annuity experience strongly preferred • Strong understanding of advisor distribution channels (independent, broker-dealer, RIA, etc.) • Exceptional writing and editing skills with the ability to simplify complex financial concepts • Experience executing multi-channel marketing campaigns (digital + traditional) • Familiarity with marketing automation tools (e.g., Pardot, Marketo, HubSpot, Active Campaign, etc.) • Strong project management and organizational skills with the ability to manage multiple priorities • Strategic thinker who can build trusted relationships with key stakeholders and influence cross-functional teams and drive alignment • High attention to detail with the ability to thrive in a fast-paced, remote environment

🏖️ Benefits

• PTO • medical • dental • vision • retirement savings • disability insurance • life insurance

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