Assistant Vice President of Marketing (Insurance/Broker-Dealer)

Assistant Vice President of Marketing Opportunity

Our client is a growing life insurance organization operating across multiple domestic and international markets with a strong focus on innovation, distribution growth, and long-term shareholder value. The company has expanded significantly since its founding and now serves thousands of policyholders, shareholders, agents, and financial professionals across numerous states and international territories. Operating with an entrepreneurial and highly collaborative culture, the organization maintains a lean leadership team where employees have direct visibility into business operations and the opportunity to influence strategic decisions. This role offers a unique opportunity to join a mission-driven organization where leaders wear multiple hats, contribute across departments, and play a meaningful role in shaping the future growth of the business.

Position Overview & Key Responsibilities

• Serve as a strategic partner and right-hand resource to executive leadership, supporting initiatives that impact distribution, growth, policyholders, agents, and shareholders.
• Analyze marketing initiatives, business performance metrics, and operational results while providing recommendations to leadership.
• Develop reporting and dashboards to track key performance indicators, including production, persistency, placement rates, claims trends, and growth initiatives.
• Build and maintain relationships with independent agents, field leaders, advisory councils, financial professionals, and distribution partners.
• Support agent engagement, retention, communication strategies, and distribution growth initiatives.
• Collaborate with underwriting, actuarial, product development, operations, and compliance teams to support new product research, development, and launch activities.
• Assist with marketing campaigns, product positioning, and go-to-market strategies for life insurance products and related business lines.
• Partner with customer service teams to enhance policyholder communication, retention, and overall customer experience.
• Review claims communications and complaint trends while identifying opportunities for operational and service improvements.
• Draft shareholder communications, presentations, reports, and other materials for a large shareholder base.
• Handle investor inquiries and assist with shareholder relations initiatives.
• Coordinate projects across multiple departments to ensure objectives remain on track and aligned with regulatory and business requirements.
• Contribute to process improvements, workflow enhancements, and digital transformation initiatives throughout the organization.
• Participate in strategic planning efforts supporting both domestic and international business growth.

Qualifications & Requirements

• Minimum of 7–10 years of experience within the life insurance industry, including operations, administration, marketing, distribution, or executive leadership support functions.
• Strong understanding of life insurance products, policy administration, underwriting processes, compliance requirements, and distribution channels.
• Experience working with independent agents, financial advisors, broker-dealers, field leaders, or agency distribution networks.
• Proven ability to analyze business performance metrics and develop executive-level reporting and recommendations.
• Experience supporting product development, product launches, marketing initiatives, and growth strategies.
• Strong project management skills with the ability to manage multiple priorities across diverse functional areas.
• Exceptional written and verbal communication skills, including experience creating presentations, shareholder communications, and executive correspondence.
• Ability to work effectively across operations, compliance, legal, finance, underwriting, and customer service teams.
• Proficiency with Microsoft Office Suite and familiarity with policy administration systems; experience with reinsurance platforms is a plus.
• Bachelor's degree in Business Administration, Finance, Insurance, Marketing, or a related field required; advanced degree preferred.
• Strong leadership presence, strategic thinking ability, and operational discipline.
• Comfortable operating in a fast-paced, entrepreneurial environment where adaptability and initiative are essential.
• Experience with international insurance operations, annuity products, reinsurance, or Latin American markets is considered a strong advantage.
• Demonstrated desire to grow into broader executive leadership responsibilities within a high-growth organization.