Who We Are
Fidelity Life is a leading provider of financial security for middle-market consumers. With a history of innovation, the company is redefining the life insurance industry with patented products and processes. Fidelity Life pioneered the use of predictive analytics to streamline the new business process and revolutionize the speed with which policies can be issued. Established in 1896, Fidelity Life enjoys a long track record of success and continues to build its reputation of sound fiscal management and customer-focused innovation.
In concert with Fidelity Life,
eFinancial is an online and call-center-based insurance agency with a proven direct-to-consumer life insurance model. Using a proprietary and patented sales technology platform, eFinancial’s licensed agents help thousands of consumers each day with their unique life insurance needs – often with just a single phone call. To complement this channel, the company recently expanded to offer an entirely digital purchase experience.
Fidelity Life and eFinancial are part of iA Financial Group and are revolutionizing the life insurance industry to make protection more accessible and affordable for everyday Americans. With integrated marketing, product manufacturing, and controlled distribution, the enterprise is uniquely positioned for growth.
What The Job Looks Like
At Fidelity Life and eFinancial, we observe a ‘work from anywhere’ philosophy and support team members across the U.S. This is a 100% remote position with an opportunity for candidates who live in the Chicago area to work in our Des Plaines, IL office if desired. The Marketing team comes together twice annually for teambuilding summits in Chicago.
The Marketing team at Fidelity Life and eFinancial is seeking a
Marketing Manager to help grow our new and existing Strategic Partnerships channel. In this unique position, the Marketing Manager will take on a ‘utility player’ role supporting product marketing, direct-to-consumer customer acquisition, and B2B business development efforts. Reporting to the Vice President of Strategic Partnerships, the Marketing Manager will partner across the organization to implement successful programs to scale and optimize new and existing partnerships – ultimately supporting our Mission to make life insurance more accessible and affordable.
Key Responsibilities
The Marketing Manager will flex their effort across three key focus areas as business needs require throughout the year.
Account-Based Marketing
- Execute comprehensive, account-based marketing plans to advertise life insurance options to consumer audiences within partner organizations to drive new leads, inbound calls, and online sales
- Create and execute a 90-day ‘fast start’ plan to drive success for new pilots and partners
- Develop a calendar of activities and generate content to educate our contacts and deepen partner relationships, including webinars to share consumer insights, one-sheeter industry updates, etc.
- Partner with Marketing colleagues to create cobranded lead nurturing and post-sale customer journeys to drive strong conversion, placement, and persistency within the partner channel
- With account management colleagues, develop relationships with partners to build out joint marketing programs / campaigns, exchange performance feedback, and drive high-impact performance
- Develop key messages, consumer-facing claims, and write compelling copy for use in marketing materials
- Facilitate the development of creative assets and landing pages to expand and optimize messaging, assets, and lead forms used across the entire lead generation journey
- Contribute to ongoing analysis and test ideation to rapidly test and improve funnel performance
- Support new partner onboarding including contracting, compliance vetting, systems set up, tracking, testing, etc.
- Analyze the competitor landscape (Competiscan, etc.) and make recommendations to remain competitive
- Make business cases for marketing investments and manage a budget for the partnership marketing channel
- Partner with Marketing Analytics team to ensure accurate tracking and to implement expanded performance reporting and dashboards; troubleshoot issues with partner-facing reporting if needed
- Seek out and suggest actions to improve lead gen outcomes (e.g., by zip, age, product type, gender, etc.)
- Support channel administration, including weekly and monthly planning and optimization where needed
Business Development
- Customize materials and write copy to support RFPs and competitive responses to partnership opportunities
- Facilitate the development of standard creative assets (product brochures, pitch decks, one-sheeters, etc.)
- Identify and apply for awards and develop compelling B2B claims and statistics to use in marketing materials
- Produce summaries of industry data (e.g. LIMRA, MIB, Eastbridge) for delivery to prospect partner contacts
- Design a ‘media kit’ to showcase our ability to provide co-branded sales experiences for partners
- Create and execute a reputation building program using internal subject matter experts to gain exposure for our organization’s partnership opportunities (e.g. content, speaking engagements, conferences, LinkedIn ads, etc.)
- Develop innovative ways to support prospect blueprinting and appointment setting (e.g. use Gen AI to produce fact sheets on prospect organizations or establish creative means of getting responses from prospect outreach)
- With colleagues, create a conference plan to determine highest-impact industry events to invest in and attend
- Obtain prospective partner contact lists, partner with colleagues to prioritize opportunities, and scale outreach
- Maintain a partnership pipeline for executive-level visibility into business development opportunities
- Provide project management support to sustain momentum on new partner opportunities in the pipeline, as needed (e.g. set meetings, execute NDAs, route contracts to legal, etc.)
Product Marketing
- Write copy to convey the compelling benefits of Fidelity Life products and oversee the development of content, videos, brochures and other materials for decision makers and end consumers
- Collaborate with colleagues to develop new products to expand key partnerships or land new worksite cases
- Plan and execute the full roll out of new products, including consumer-facing copy and visuals for lead generation and online sales, agent training materials, policy fulfillment content, and other marketing needs
- Support the rollout of worksite products to new brokers and integration with third party platforms
- Submit products for awards and recognition, when appropriate
Qualifications
What you should bring to the table:
- 7+ years of experience in performance marketing for a direct-to-consumer, customer acquisition-driven business; experience in partnership marketing or insurance is a plus
- Bachelor’s degree in Marketing, Business, or a related field
- Hands-on experience and working knowledge of standard marketing tools and advertising platforms
- Solid understanding of digital marketing channels (email, display, paid social) and full-funnel performance optimization (landing pages, lead forms, call center scripting, lead routing, lead nurturing, etc.)
- Excellent verbal and written communication skills with ability to prepare business reviews for management and partners that contain clear and compelling results and recommendations
- Strong aptitude in data analysis, using Excel or Tableau to evaluate marketing performance and present results in a clear and logical manner, and glean insights for continuous growth and improvement
- Strong project management skills and ability to organize and manage multiple concurrent projects/workstreams
- Ability to prioritize highest-impact work and thrive in a fast-paced, entrepreneurial, and results-driven environment
- A curious mindset which is constantly asking “why” and “so what” to improve performance and identify new opportunities
We understand that most applicants may not check every box in our list of qualifications. In fact, frequently cited statistics suggest that women and underrepresented groups often only apply to jobs if they meet 100% of the qualifications. Don’t let that hold you back – we’re an organization committed to continuous learning, so our team members are always expanding their existing skills and growing in their roles. Apply today!
A typical workday is 8am – 5pm CST Monday-Friday and team members are expected to be working and available via email, Microsoft Teams, and phone during that time. Reasonable availability includes being online, not in ‘away’ status, and able to respond to messages within 30-45 minutes during working hours.
Generally, work involves extended periods of time seated in front of a computer, typing on a keyboard and using a mouse. This work also involves frequent participation (e.g.; 2-3 meetings for 30-60 mins each workday) in live, virtual meetings where participants are expected to participate on video with cameras on.
Occasional travel will be required, with at least two trips to Chicago for semi-annual Marketing Summits. In addition, 3-5 trips per year for conferences / industry events lasting 3-5 days may also be required. Finally, as needed, 4-6 trips lasting 1-2 days for business development meetings may be required per year.
EEOC/Other: eFinancial/Fidelity Life Association is an equal opportunity employer and supports a diverse workplace. As an eFinancial/Fidelity Life employee, you will be eligible for Medical and Dental Insurance, Health Savings Accounts, Flexible Spending Accounts (Health, Dependent Care & Transit), Vision Care, 401(K), Short-term and Long-term Disability, Life and AD&D coverages.
Remote work is not available in the following states: California, Colorado, Connecticut and New York.
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