Senior Retirement Investment Services Sales \u0026 Marketing Communications Specialist

Responsible to coordinate, design and implement new and ongoing communications for Alliant's retirement, investment and insurance services. Collaborate with the broker dealer compliance department to obtain proper approvals for marketing and event collateral, materials and advertising. Coordinate activities designed to develop market share within our membership base related to these services. Responsible for development and execution of the annual retirement and investment services marketing plan to ensure increased service awareness, member education and program visibility are achieved.
Essential Responsibilities

• Develop marketing plans, utilize online website tools and generate tracking/reporting systems in order to provide insight into return on investment. Create and implement marketing pieces to create awareness and increase business
• Ensure marketing compliance guidelines are followed and appropriate compliance approvals are received. Obtain appropriate levels of compliance approval for marketing collateral and communications
• Develop and execute sales referral programs
• Oversee client marketing strategy and follow-up process to ensure client satisfaction and retention
• Coordinate and oversee mailings of newsletters, surveys, seminars, annual review letters, thank you cards, milestone cards and appointment information forms
• Coordinate member seminars and webinars in accordance with marketing plans. Lead member communications both before and after the seminar/webinar
• Develop and manage member outcall program
• Coordinate call schedules with advisors, client services team members and retail sales and service groups

Education & Years of Experience

• Minimum- 4 Year Bachelors Degree in Business, Marketing or Related
• Minimum - 5 Years Marketing, campaign management, insurance program, investment program or related

In Lieu of Education

• 8 Years Marketing, campaign management, insurance program, investment program or related including collecting, analyzing and reporting out on marketing efforts or related

License/Certifications/Training

• Preferred: FINRA Series 6 License
• Preferred: FINRA Series 7 License

Compensation & Benefits:
Typical hiring range: $63,300.00 to $98,500.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:

• Annual performance bonus
• Work from home up to 3 days a week
• Paid parental leave
• Employee discount programs
• Time off including paid personal and sick days
• 11 paid holidays
• Education reimbursement

*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.