Senior Marketing Specialist, Life Insurance & Annuities

Career Opportunity

Role Title

Senior Marketing Specialist, Life Insurance & Annuities

Purpose of role

At Foresters Financial™, we’re not just a life insurer—we’re a purpose-driven organization committed to enriching the well-being of families across North America. With operations in the US, Canada, and the UK, we offer life insurance and financial solutions that go beyond financial protection, delivering real value through unique member benefits and community impact.
Your impact:
Reporting to the AVP of Product and Distribution Marketing, we’re looking for a collaborative, detail-oriented senior marketing specialist to support marketing initiatives for our growing annuities business in the US. In this role, you’ll help bring life and annuity products to life through clear messaging, well-executed campaigns, and strong cross-functional coordination.
If you enjoy turning complex ideas into clear, actionable marketing and thrive in a fast-paced environment, this is a great opportunity to make a meaningful contribution.

Job Description

Key Responsibilities

Campaign development

• Plan and deliver marketing campaigns that support life and annuity product launches and ongoing sales initiatives
• Write campaign briefs and creative outlines to guide internal stakeholders and implementation teams
• Collaborate with product, sales, and compliance to ensure messaging is accurate and aligned

Content creation

• Develop and implement content plans that drive engagement and conversions
• Write and edit content for emails, web, video, social, and print tailored to financial professionals
• Use and champion copy decks to streamline workflow and manage high-volume content requests
• Translate complex annuity concepts into clear, engaging language for B2B audiences
• Ensure all materials follow brand guidelines and reflect our tone and values

Project management

• Manage day-to-day timelines, approvals, and deliverables across multiple teams
• Coordinate with internal stakeholders and external vendors to keep projects on track
• Prioritize tasks and adapt to shifting deadlines in a fast-paced environment

Reporting

• Monitor campaign performance and digital metrics to identify opportunities for improvement
• Collaborate with business intelligence to assess marketing impact and inform future planning

Relationship building

• Build strong working relationships with internal teams, including product, sales, compliance, and creative
• Support the promotion of sales tools and training materials for distribution partners
• Act as a reliable point of contact for campaign execution and delivery

Key Qualifications

• Education (minimum required): Bachelor’s degree in finance, economics or marketing
• CFP (Certified Financial Planner) or similar designations are nice to have
• Experience (minimum required): 5+ years of experience in marketing, preferably in financial services, with a focus in the annuities and/or life insurance space
• Strong project management skills with the ability to juggle multiple priorities
• Excellent writing and editing skills for B2B audiences
• Experience working in a regulated environment with compliance and legal teams
• Proficient in Microsoft Office suite (Microsoft Word, PowerPoint, Excel, etc.)
• Demonstrated understanding of email marketing tools, i.e., Salesforce Marketing Cloud, Mailchimp or equivalent, content management systems, i.e., Sitecore, Adobe Experience Manager, and analytics and performance measurement tools, i.e., Google Analytics, Looker, Power BI
• Demonstrated experience in campaign performance tracking methods such as UTM tagging, A/B testing, conversion rate optimization
• Previous experience using project management/workflow tools, i.e., Asana, Monday.com, Trello, etc. 

Location: This position can be located anywhere in Canada or the US, with a preference for candidates located in Toronto, Bloomington, Chicago, New York, or Boston

Work Hours: Based on Location - 40/week (US); 37.5/week (Canada)

#LI-Hybrid/Remote- This role may be Hybrid (requiring a min of 2 days in the office), or Remote, depending on Location.

Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email [email protected] in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.