Account Manager
Bisnow
Relationship Marketing Account Manager
Pacific Life
full-time
Posted on:
Location Type: Hybrid
Location: Newport Beach • California, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $73,600 - $119,600 per year
Job Level
Mid-LevelSenior
About the role
- Drive sales at key relationships by partnering across Sales, Strategic Accounts, and Marketing to create and deliver product positioning assets, sales support materials, communications, campaigns, presentations, firm-specific content, and other resources.
- Partner with Strategic Accounts to execute firm-specific campaigns and promotional opportunities and identify ways to educate internal teams and support their marketing efforts.
- Develop deep expertise in assigned focus firms and serve as the marketing point of accountability by providing guidance on firm requirements and ensuring materials align with firm-specific needs.
- Serve as the primary marketing contact for the Sales organization and represent Marketing within the Wholesaler Advisory Group, developing sales ideas and marketing campaigns that align with Sales positioning and priorities.
- Proactively communicate with all stakeholders and teammates to ensure alignment, clarity, and transparency throughout projects and initiatives.
- Collaborate with Analytics and other departments to gather sales data and report on metrics tied to marketing-driven efforts within focus firms.
- Promote awareness of Marketing’s resources and initiatives across Sales and Strategic Accounts teams to ensure effective utilization and alignment.
- Travel periodically with the Sales team and Strategic Account field directors to meet with financial professionals and broker dealers, gaining deeper insight into the sales process to better support their business and marketing needs.
Requirements
- 5+ years of experience in marketing, relationship management, and sales within financial services.
- Experience with annuities is preferred; life insurance knowledge is a plus.
- Proven ability to develop integrated strategic marketing plans that drive awareness, engagement, and demand among clients.
- Familiarity with marketing technologies, including CRM platforms, sales enablement tools, marketing automation platforms, social media management tools, and analytics platforms.
- Strong communication, attention to detail, and time management skills to effectively manage multiple projects with overlapping deadlines.
- Demonstrated flexibility and adaptability in a fast-paced, evolving environment.
- Excellent collaboration and leadership skills to build relationships and work cross-functionally across teams.
Benefits
- Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
- Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
- Paid Parental Leave as well as an Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
marketingrelationship managementsalesstrategic marketing planssales data analysiscampaign developmentcontent creationproject managementintegrated marketing
Soft skills
communicationattention to detailtime managementflexibilityadaptabilitycollaborationleadership
