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Director of Marketing

3 months ago

Westlake Village, United States Cavalier Associates Full time

Responsible for execution of fundamental communications functions to include:

- Management of the Advantage Insurance Network (AIN) Communications Platform:

- Promotion of the AIN Marketing Platforms, including DIY Marketing, News Curator Pro and Essentials Syndicator.
- Onboarding of new AIN Affiliates and/or new staff at existing AIN Affiliates
- Offboarding of AIN Affiliates and/or staff as appropriate
- Weekly KPI reporting.
- Management of the AIN Affiliates only website, supported by other team members and a professional developer. This includes:

- Just in time updates to resources currently deployed on the website.
- Periodic “Top to Bottom” review of the resources deployed on the website, no less than three times annually.
- Deployment of new content developed for the DIY Marketing Platform
- Weekly KPI reporting.
- Management of the AIN Events Platform, to include:

- Event set up
- Event promotion
- KPI reporting
- Content curation
- News Curator Pro onboarding and administration
- Management of the AIN Marketing Advisory Council, a newly formed group of AIN Affiliate staff to serve as a source of Voice of the Customer regarding the AIN Marketing Platforms. Includes coordination and execution of virtual meetings every other month and development and circulation of new marketing content for feedback from the group between meetings.
- Monthly AIN Affiliate interviews, soliciting feedback on Affiliate experience engaging with the various elements of the AIN Marketing and Communications platforms.
- Supporting the Chief Communications Officer and other AIN staff in the execution of various projects to include but not limited to:

- The AIN Brand Perception Study
- The AIN Annual Sales Conference
- Offsite Education & Training Sessions
- Annual Strategic Planning Meetings with the AIN Insurance Companies

Responsible for execution of all elements of Cavalier Associates primary marketing platform, The Advisor Education & Training Center. This includes but is not limited to the following:

- Management of the Subject Matter Expert (SME) Series, including:

- Sourcing and developing educational content delivered by Subject Matter Experts from across the Financial Services industry.
- Coordination and execution of internal training sessions for Marketing Reps on the strategies developed in this platform. Training sessions are conducted no less than monthly, and more frequently when appropriate.
- Creation and Curation of the accompanying content on the Cavalier Associates Intranet/SharePoint site.
- Creation and Curation of the relevant advisor facing content on the advisor facing Cavalier Associates website.
- Sourcing and development of relevant life insurance, long-term care, annuity, and disability case designs for inclusion in the Tactical Product Design (TPD) portion of the Advisor Education Center.
- Weekly check ins with individual Marketing Reps to solicit feedback and KPI reporting data around their engagement with the platform.
- Management of the advisor facing Cavalier Associates website, supported by other team members and a professional developer.
- Achieving platform goal of Marketing Reps scheduling 60 advisor interactions with platform SMEs each month, with 42 sessions conducted monthly.
- Conduct a weekly planning session with relevant stakeholders.
- Weekly KPI Reporting.

Pay: $60,000.00 - $85,000.00 per year

**Benefits**:

- Dental insurance
- Health insurance
- Paid time off

Schedule:

- 8 hour shift
- Monday to Friday

**Experience**:

- Marketing: 1 year (required)

Ability to Commute:

- Westlake Village, CA (preferred)

Ability to Relocate:

- Westlake Village, CA: Relocate before starting work (preferred)

Work Location: In person