Essential Duties/Responsibilities:
- Assists in the development and implementation of all marketing campaigns regarding the sale of life, long-term care and disability insurance policies and annuity products.
- Partners with internal and external stakeholders on the creation, customization and distribution of all marketing and promotional materials for all offered insurance and annuity products.
- Educate Financial Advisors on insurance planning and income planning strategies, wealth transfer and product updates.
- Develop, monitor and analyze all campaign and sales data for insurance and annuity products.
- Assist with key training initiatives for the growth and development of Benjamin F. Edwards Associates.
- Manage external vendors and make recommendations for changes to offered insurance and annuity products.
- Coordinates with internal and external partners on business processes improvement.
- Collaborates with the Compliance team on marketing approvals and provides input for the firms Written Supervisory Procedures (WSP).
- Assist and participate in client presentations and seminars as needed.
- Handle incoming calls from Financial Advisors including problem solving, idea generation, and acting as a liaison between vendors and/or Financial Advisors.
- Assists with due diligence on insurance providers, reviews selling agreements and supports recommended list of providers.
- General knowledge of laws, legal codes, precedents, government regulations, and agency rules; familiarity with compliance issues surrounding insurance products. Other duties as assigned.
Qualifications:
- Proficient in Microsoft Office Suite
- Extensive knowledge of life, long-term care and disability insurance and annuity products.
- Excellent communications and critical thinking skills
- Ability to work in an autonomous environment
- Experience with financial calculators and tools, including the ability to analyze and interpret results
- Excellent organizational skills and attention to detail
- Ability to travel as needed
Education and/or Work Experience:
- Minimum Education Required: Bachelor’s degree in finance, Accounting, Marketing, or a related discipline or equivalent work-related experience.
- Minimum Work Experience Required: 3+ years related work experience or 1 year in a strategic role marketing insurance and/or annuity products.
Licenses/Registration:
- Minimum Required: Securities Industry Essentials (SIE), either Series 6 or Series 7, either Series 63 or Series 66, and Life and Health insurance license required or ability to obtain within 6 months of hire date
Work Environment:This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.
About Benjamin F. Edwards
If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.
We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.
We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.
We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.
Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.
Benjamin F. Edwards is an Equal Opportunity Employer.
#LI-Onsite
Skills Required
- Bachelor's degree in finance, accounting, marketing, a related discipline, or equivalent work experience
- At least 3 years of related work experience or 1 year in a strategic role marketing insurance or annuity products
- Extensive knowledge of life, long-term care, and disability insurance and annuity products
- Proficiency in Microsoft Office Suite
- Excellent communication and critical-thinking skills
- Ability to work autonomously
- Experience using financial calculators and tools and interpreting results
- Excellent organizational skills and attention to detail
- Securities Industry Essentials (SIE) qualification
- Series 6 or Series 7 license
- Series 63 or Series 66 license
- Life and Health insurance license, or ability to obtain within six months of hire
- Ability to travel as needed
What We Do
Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients’ interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management, launched in 2019. Our goal is to provide the right structure and a home for every advisor and every client.
