Winged Keel Group is the premier national high-end life insurance platform. With 10 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. For more information on Winged Keel Group, please visit www.wingedkeel.com. .
Position Summary:
We are seeking a highly motivated Marketing & Communications Assistant to play a key role in supporting our marketing, communications, events, and gear management. This role offers exposure to multiple facets of the organization, including brand execution, event support, drafting and executing communications, and building out the team’s data and reporting. The ideal candidate is detail oriented, proactive, highly organized, and eager to learn in a fast-paced, high-performance environment.
Position Responsibilities:
Event Planning:
- Design event invitations in Canva for Outlook distribution.
- Assist with Cvent campaign setup and monitoring – event websites, guest registration, confirmations, etc.
- Support sponsorship invoice creation
- Update event attendance and engagement data in Salesforce.
- Submit events to the M compliance journal for record keeping.
- Assist with venue scouting and overall upkeep of events team vendor resources.
- Onsite assistance at events (setup, check-in and other tasks).
Marketing:
- Execute graphic design needs for sponsor ads, digital materials, and internal and external documents.
- Periodically update Grab & Go documents and other firm digital materials.
- Maintain WKG’s digital branded stationary (letterhead, templates, etc.).
- Order new branded stationery and collateral, as needed (business cards, letterhead, notecards, folders, pens, etc.).
- Share updated bios and headshots upon CRM request and coordinate updates as needed.
- Design invites, banners, and other marketing graphics in Canva, as needed.
- Refine and maintain the marketing dashboard to ensure accurate reporting and actionable insights.
- Manage CRM lists, execute targeted email campaigns, and analyze campaign performance data to optimize engagement.
- Create, review, and schedule LinkedIn posts; monitor engagement and track performance metrics.
- Manage compliance submissions related to Marketing and Communications activities.
- Draft clear, compelling email copy for internal and external audiences.
- Maintain and update website content to ensure accuracy and alignment with brand standards and company developments.
- Oversee production and accuracy of business cards and branded stationery.
- Project manage communications initiatives, including timelines for announcements and acquisitions, ensuring timely and accurate delivery.
Gear:
- Order new gear as inventory requires replenishment, evaluating pricing and vendors.
- Track all gear orders in the gear tracker and Salesforce, log requests and approvals.
- Support CRM team with gear fulfillment needs.
- Identify new, relevant gear items and provide recommendations to the M&C team.
- Coordinate conference-specific speaker gifts and gear items.
- Work with Senior Associate for approvals and complete compliance submissions as required.
Ideal Candidate will Possess the Following:
- Minimum of 1-2 years in an agency or in-house PR or marketing and communications position.
- Experience working with financial services clients is a plus.
- Experience with planning and executing highly curated and upscale events.
- Salesforce experience is a plus.
- Experience using Canva
- Highly organized and detail-oriented mindset.
- Superior multi-tasking skills and comfortable managing competing priorities and deadlines.
- Exceptional interpersonal skills.
- Strong ability to work effectively with a team and individually.
- Demonstrated ability to organize, prioritize, and follow-through in a fast-paced environment.
- Effective listener and communicator.
- Composed and professional presentation with a pleasant demeanor.
- Proficiency in Outlook, Word, Excel, and PowerPoint.
- Comfortable learning new systems and processes quickly
- Superior communication skills.
- Experience creating graphics in Canva or a related program is a plus.
- Required to work on a computer for a substantial part of the day
- A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment
- Attractive annual compensation package is commensurate with experience
- Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
Top Skills
What We Do
Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $95 billion of coverage using a variety of sophisticated planning and product strategies, which help our clients achieve their long-term goals. It is our commitment to excellence “beneath the surface” that sets us apart.
Winged Keel Group has established a differentiated position in the market by continuously investing in an infrastructure that allows us to deliver consistent, high-quality work over long periods of time. For more information, please visit us at www.wingedkeel.com.
Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated.
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