Position Overview

The Marketing Specialist plays a key role in providing a full range of marketing expertise, support to support and leadership to field offices / agencies to drive strong sales results. We have a strong focus on executing the marketing campaigns and tactics with field agencies by supporting our Relationship Managers, project and campaign management, as well as training and adoption of internal and outside resources, vendors and programs.

We’re seeking those who are known for excellence in execution in an agile and collaborative work environment. We value progress over perfection, to constantly advance projects and programs towards the finish-line. We also value a focus on managing high-functioning project teams and your ability to produce results as an individual contributor. We rely on our Marketing Specialists to collaborate with our Relationship Managers, have a mindset towards long-term planning, while embracing the need for seasonal adjustments, quick victories and pivots when the markets or new opportunities arise.

Career wise, we focus on you. Your growth and development, and leveraging your towering strengths and expertise to be successful. We drive to results, but use every opportunity to focus on hearing and implementing your ideas while developing your talents, expertise and a healthy work-life balance. We value loyalty and those who seek a long-term career with Penn Mutual.

Position Expectations

Responsibilities

• Execute with excellence – by managing projects, programs and multi-channel campaigns in an agile & iterative environment, leveraging effective planning, design, go-to-market and execution/monitoring.
• Develop websites and communications plans that drive sales and client retention for financial professionals using industry leading tools and proven resources.
• Deliver presentations, recommendations, and follow-up with professional service similar to advertising agency support.
• Maximize return on investment (ROI) in our platforms by leading agent training and adoption efforts in the successful implementation of marketing and/or recruiting campaigns and successful onboarding and use of key marketing technology platforms including Salesforce Marketing Cloud, LinkedIn Sales Navigator, and other lead gen tools.
• Develop, monitor and report progress against KPIs and metrics to measure the success of all marketing and advertising spend, and compiles regular reports of campaign performance and results
• Drive prospecting and sales by organizing and executing events, seminars, exhibitions and promotional events including writing and proofreading marketing copy, collaborating with subject matter experts, as well as outside designers, animators and printers
• Implement continuous improvement processes to review current marketing campaigns for success factors, areas to improve, scalability and efficiency across multiple agencies.
• Establish product roadmap and features needed for vendor and platform enhancements, prioritizing both features/benefits and budget with key platform providers.
• Develop RFPs, business cases, and processes to onboard new vendors and tools through the correct Penn Mutual procurement and onboarding processes.
• Performs other duties as assigned.

• Create content for websites, email and social media using tools like Canva, Snagit, Visme, Adobe Illustrator, or Photoshop with light graphic design.

• Ensure campaign implementation follows Penn Mutual’s and their agencies’ brand guidelines, as well as regulatory/compliance guidelines.

Education/Licenses/Professional Designations

• Bachelor’s degree in Marketing or Advertising and preferred or equivalent work experience.
• American College professional designation or advanced degree (or working towards) a plus.

Skills & Abilities

• Achieves Results. Through excellence in execution, strong project management and product management and vendor management skills. Adept at forming project teams, and guiding agile and iterative phases like initiation, design, go-to-market, and execution/monitoring.
• Gets it Done. Values progress over perfection and can focus on prioritizing key activities to advance projects and programs forward & sees it through to completion. Shows ability to manage scope, and to differentiate showstoppers vs. low/medium risks on a project/program.
• Deploys technology. Proficient in guiding both novice and power-users through implementing technology, leveraging vendor/partner training and in-house training programs.
• Delivering training. Adept at developing training and training guides, facilitating webcasts and study groups / office hours, and can simplify complex procedures into simple / easy to follow, programs.
• Streamlines and Improves processes. Through techniques like process improvement, lean, six-sigma, adkar, or simple process and experience mapping. Balancing speed, quality and budget on everything we do.
• Develops Content. Demonstrates strong communication skills within and outside of the agency. Demonstrates expert business and creative writing skills, as well as strong presentation and training skills.

Experience

• 5-8+ years in a similar role
• Proficiency with content development tools like Canva, Snagit, Visme, Adobe Illustrator, Photoshop with light graphic design.
• Proficiency with marketing and social media tools like LinkedIn, Sales Navigator, Facebook business pages, digital business cards, QR codes and calendar tools.
• Experience with multi-channel campaign execution leveraging email, social media, cold/warm outbound calls, and pipeline generation.
• Experience with technology like LinkedIn Sales Navigator, Constant Contact, FMG suite, Hootsuite, SmartOffice, Asana, Salesforce Marketing Cloud, Camtasia, Microsoft Powerpoint, Excel, and Word
• Proficient with excel for campaign reporting, measuring ROI
• Proficient with lead gen tools and CRM use for market research, email or mailing lists.

About the Penn Mutual Life Insurance Company

Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Salary Range - $51,000 - $75,000