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Our client is looking for an Agency Engagement Manager who drives advisor engagement at the insurance company through strategic campaigns, events, and initiatives. This role collaborates with the Agency Distribution team to develop and execute campaigns that motivate, support, and recognize advisor performance. The Manager also designs and executes engaging events and fosters strong advisor relationships.
Responsibilities
Work Location: In person
Responsibilities
- Campaign Management:Design, implement, monitor, and analyze advisor engagement campaigns aligned with business goals (Macaulay Club, MDRT, Medallion, Activity Ratio).
- Event Management:Plan and execute engaging agency events (virtual and in-person) that promote advisor participation, motivation, and team building.
- Communication & Recognition:Develop and distribute communications to advisors regarding initiatives, campaigns, and rewards. Implement recognition programs for top performers.
- Collaboration:Partner with internal teams (Marketing, Distribution Analytics, IT, Operations, Finance) to ensure effective campaign and event execution.
- Advisor Support:Serve as a point of contact for advisors, providing resources and support. Gather advisor feedback to improve engagement strategies.
- Innovation:Identify and implement new and innovative advisor engagement methods using digital and traditional channels. Stay current with industry best practices.
- Bachelor's degree in Business, Marketing, Communications, or related field.
- 3-5 years of experience in a similar role, preferably in financial services or insurance.
- Experience in campaign management, event planning, and advisor engagement.
Work Location: In person
Our client is looking for an Agency Engagement Manager who drives advisor engagement at the insurance company through strategic campaigns, events, and initiatives. This role collaborates with the Agency Distribution team to develop and execute campaigns that motivate, support, and recognize advisor performance. The Manager also designs and executes engaging events and fosters strong advisor relationships.
Responsibilities
Work Location: In person
Responsibilities
- Campaign Management:Design, implement, monitor, and analyze advisor engagement campaigns aligned with business goals (Macaulay Club, MDRT, Medallion, Activity Ratio).
- Event Management:Plan and execute engaging agency events (virtual and in-person) that promote advisor participation, motivation, and team building.
- Communication & Recognition:Develop and distribute communications to advisors regarding initiatives, campaigns, and rewards. Implement recognition programs for top performers.
- Collaboration:Partner with internal teams (Marketing, Distribution Analytics, IT, Operations, Finance) to ensure effective campaign and event execution.
- Advisor Support:Serve as a point of contact for advisors, providing resources and support. Gather advisor feedback to improve engagement strategies.
- Innovation:Identify and implement new and innovative advisor engagement methods using digital and traditional channels. Stay current with industry best practices.
- Bachelor's degree in Business, Marketing, Communications, or related field.
- 3-5 years of experience in a similar role, preferably in financial services or insurance.
- Experience in campaign management, event planning, and advisor engagement.
Work Location: In person