Director, Marketing & Strategic Development

SMS is part of the Alliant family of companies. SMS is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money, and put their business in a position of distinction. With products and agents in all 50 states, SMS offers the industry's most complete IMO experience. We support every facet of an agent's business, from our comprehensive senior product portfolio to our technology, services, and marketing programs.

More information is available on the company's website at: www.seniormarketsales.com

SUMMARY

Responsible for providing strategic oversight in developing and implementing profitable marketing and business strategies, including mergers and acquisition (M&A) business development for Senior Market Sales, LLC and all subsidiary companies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Marketing and Strategic Development: Work with the President and senior management in developing and implementing future marketing and business strategies in a profitable and compliant manner. Assist in the development of Team Leaders in the marketing divisions, help in developing strategies to increase the profitability of all subsidiary companies or projects as assigned. (staff development). Assist with oversight for establishing and executing a marketing plan that promotes all of the carriers offered by SMS. This includes promoting contests and other programs for our marketers, other personnel and our producers. This includes all communications handled through the website, correspondence, phone interaction and webinars for the benefit of our marketers and producers. Partner with SMS support areas on corporate initiatives. Participate and represent SMS as needed in industry meetings. Assist with M&A by working in collaboration with the SMS leadership team including directly identifying, contacting and developing relationships for M&A opportunities; participating in discovery calls and documentation of pertinent information; preparation of Letters of Intent; and completion of Acquisition Playbook for each acquisition target. Assist designated Medicare and/or Financial Solutions with expansion strategy. Assist with M&A due diligence and integration teams to ensure successful transitions and help manage acquisition effectiveness. Assist with designated carrier relations; Develop marketing programs to drive overall revenue growth for SMS.

* Employee Solutions: Work with Alliant Employee Benefits Division to develop and implement systems, processes, programs and integration to drive profitable revenue growth for SMS. Develop and maintain a network of external contacts, industry experts and resources to remain competitive and on the leading edge of business trends. Create and maintain reporting and tracking of all activities related to the efforts to expand the revenue growth of the Medicare and Financial Solutions employee benefits teams.

* Relationship Management: Work directly with carrier representatives to negotiate contracts, develop product portfolios for SMS and to provide ongoing support to our marketers, producers and advisors. Working in support of the marketers and advisors to ensure that the needs of our producers and advisors are met and to work on meeting any expectations that might be outside the normal guidelines established for the marketers. Work closely with the marketers and advisors to help them achieve success from a sales perspective and help them to grow their respective business and career at SMS.

* Personnel Management/Supervision: Direct supervision of designated personnel. Supervisory responsibilities include: hiring/terminating, disciplinary actions, assigning/checking work, plan/appraise job performance measurements, performance reviews, compensation recommendations, new hire orientation and training; and provide policy and operational leadership.

* Leadership and General Management: Establish, oversee and/or participate with annual goal setting, including revenue and recruiting goals based upon sales projections and annual marketing or business plans for the business unit; Monitor performance against goals; Adhere to budget guidelines and approved annual marketing or business unit plans. Presentations at appropriate meetings to include ongoing initiatives as well as future plans to be implemented, accurate reporting, reviewing objectives, reviewing progress, identifying needs or areas for improvement and action plans for correction. Establish or oversee the development, maintenance and monitoring of desk manuals, Standard Practice Bulletins (SPBs) and Critical Success Indicators (CSIs). Work collaboratively with fellow senior staff to advance the values and mission of Senior Market Sales, LLC by participating in and attending appropriate management and administration meetings; and provide strategic, policy and operational leadership.

* Special Projects: Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management.

* Performs other duties as assigned by management.

* Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

* Performs other duties as assigned

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree in financial services or marketing, or an equivalent combination of industry training, designations and experience

Master's Degree

Ten (10) or more years of successful insurance sales and/or management at a field or home office level.

SKILLS

Strong knowledge of sales and marketing concepts that are beneficial to the sale of insurance products

Knowledge of insurance services industries.

Knowledge of the general industry procedures, practices and terminology.

Knowledge of budgeting and financial management principles and procedures.

Knowledge of general office forms, processes and procedures.

Knowledge of program and project management including outcomes, quality assurance, and satisfaction measurement and interpretation.

Knowledge of supervisory techniques to accomplish instruction, motivation and training of personnel.

Skill to supervise, motivate and train.

Skill in working effectively with inbound and outbound callers/customers.

Skill in negotiating and problem solving to resolve internal and external conflicts.

Skill in the use of office equipment including computer, fax, printer, telephone system, etc.

Skill in the use of time management, organizational leadership and supervisory skills.

Skill in maintaining effective working relationships with all customers, employees and the general public.

Skill in project management.

Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred).

Ability to communicate effectively, both orally and in writing, in a constructive manner.

Skill in the use of time management, organizational leadership and supervisory skills.

Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.

Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.

Ability to engage in effective interpersonal interaction, verbal communication and written communication.

Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.

Ability to read, write and communicate English effectively.

Ability to maintain all company policies, including all confidentiality and safety policies.

Ability to actively contribute to team effort.

Ability to work independently, exercise independent judgment, make and execute decisions.

Ability to demonstrate organizational leadership qualities and develop and foster trusting relationships

Strong verbal and written proficiencies of the English language

Strong verbal and written proficiencies of the English language

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• United States