SG
Position Title: Product Marketing Director – Annuities and Disability Insurance
Reports to: Partner
Department: Marketing – Product & Brand
Location: Boston or Pheonix
Classification: Full-time / Exempt
Summary / Job Objective: The Product Marketing Director leads the development and execution of the Annuity and Disability Insurance (DI) product marketing strategy. This role is responsible for defining clear positioning, messaging, and go-to-market initiatives that drive product sales, advisor adoption, and long-term advisor retention. This role owns performance measurement across all product marketing efforts and ensures alignment between product, sales, and distribution teams to support market growth and competitive differentiation.
Primary Responsibilities
· Develop Product Marketing Strategy: Work with sales leaders to define clear, compelling positioning and messaging that resonates with insurance professionals, advisors, brokers, financial institutions, RIAs, financial professionals and their clients.
· Field & Sales Enablement: Create sales playbooks, training content, presentation decks, product one-pagers, and campaign materials tailored for ADCs (internal sales), advisors, and their clients.
· Drive Advisor Engagement: Create, manage and enhance advisor marketing programs and campaigns that help drive advisor retention and engagement. Develop attribution models to highlight how marketing is helping drive business KPIs.
· Provide Competitive Intelligence: Monitor the industry and competitive landscape to identify trends, opportunities, and threats, translating those insights into field-ready positioning and marketing programs.
· Campaign Oversight: Plan and execute multi-channel campaigns that promote product awareness, sales opportunities, and advisor recruitment or activation. Drive marketing strategy for product launches and enhancements, working closely with product, distribution, and training teams to align efforts.
· Analytics & Optimization: Track and measure product marketing effectiveness through KPIs, campaign performance, and feedback loops to continuously improve strategy and execution. Ensure marketing tactics are tied to business objectives.
Qualifications
· 7-10 years of financial services experience in marketing with a carrier, agency, distributor or equivalent.
· Solid understanding of financial and insurance products with proven results in launching and scaling third-party products through advisor distribution.
· Exceptional written and verbal communication skills, with experience developing high-impact messaging and presentations as well as technical analysis.
· Experience with market research, competitive intelligence, and data-driven decision-making.
· Demonstrated ability to influence and collaborate across all levels of an organization
Core Competencies
· Strategic Thinking: Ability to connect business goals, market dynamics, and customer needs into actionable marketing strategies.
· Leadership & Influence: Inspires cross-functional teams and drives alignment without direct authority.
· Analytical Skills: Comfortable analyzing data, identifying trends, and using insights to inform strategy.
· Communication Excellence: Skilled storyteller who can craft compelling narratives for diverse audiences.
· Execution & Agility: Proven track record of managing multiple priorities, adapting to change, and delivering results.
· Collaboration: Ability to build strong partnerships across product, sales, marketing, and executive teams.
· Innovation: Creative problem-solver who brings fresh ideas to enhance market impact.
Compensation & Benefits
Compensation (based on experience)