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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing corporate events within the financial services sector, with a strong focus on advisor experience and marketing strategies. Proficient in budget management, stakeholder coordination, and delivering high-quality customer service.
Highest-signal resume keywords
Event ManagementFinancial Services MarketingStakeholder CoordinationAnnuity Product KnowledgeStrong Writing Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Event PlanningBudget ManagementMarketing StrategyProject ManagementSales Team SupportAdvisor Experience ImprovementPowerPoint ProficiencyOrganizational SkillsLogistics CoordinationTax Reporting
Soft Skills
Interpersonal SkillsDetail-OrientedCollaborativeListening SkillsResourceful
Tools & Technologies
Event Registration Systems
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Insurance IndustryFinancial ServicesIndependent Marketing OrganizationsAnnuity ProductsCorporate Events
About the role
Key responsibilities & impact- Align with Sales teams and coordinate distribution-related programs across the Marketing team
- Manage end-to-end planning of retail and internal events
- Serve as the main planning contact with oversight of budget, vendors, client relationships, logistics and tax reporting
- Coordinate with SVP-level and above stakeholders to deliver the F&G experience to advisors through thoughtful planning, relevant content and high customer service
- Represent F&G to strategic partners and leverage thought leadership and advisor education opportunities
- Manage event registration systems to provide an advisor-friendly process
- Proactively identify opportunities to improve the advisor experience
- Provide guidance, mentorship or subject matter expertise to others as needed
Requirements
What you’ll need- Bachelor's Degree
- Bachelor's degree in marketing or related degree
- 3+ years of relevant experience
- 3+ years of experience in insurance or financial marketing corporate events
- Knowledge of annuity products
- Experience supporting or being part of a financial services sales team
- Aptitude for marketing
- Strong writing and PowerPoint skills
- Ability to prioritize and spearhead sales team marketing priorities in a multifunctional financial services environment
- Aptitude to learn key product capabilities and incorporate them into effective marketing approaches
- Excellent listening skills
- Detail-oriented with proficient organizational skills
- Ability to work collaboratively and take direction from multiple individuals
- Outstanding interpersonal skills; resourceful and action-oriented
- Ability to maintain composure in a fast-paced organization
- Ability to manage multiple projects with multiple stakeholders across locations
- Exposure to marketing to independent marketing organizations highly desirable
- Financial services knowledge; insurance industry preferred
Benefits
Comp & perks- Ability for in-office, hybrid and remote work arrangements, determined with the leader during the hiring process
- Reasonable accommodations for applicants and candidates with disabilities
- Employee-centric flexible/hybrid work environment
- Equal opportunity employer