Sr. Event Planner

This role will focus on aligning with our Sales teams and coordinating distribution-related programs across the Marketing team. The successful candidate should have some knowledge of annuity products, experience supporting or as part of a financial services sales team, and an aptitude for marketing. This position will manage the end-to-end planning of Retail & Internal Events.

Duties & Responsibilities

• Serve as the main planning contact with oversight on budget, vendor management, client relationship, logistics and tax reporting.
• Coordinate with SVP level and above to ensure the F&G experience is carried through to the advisor through thoughtful planning, attention to detail, relevant content and the highest level of customer service
• Represent F&G to our strategic partners to leverage their thought leadership and advisor education opportunities to bring to the advisor audience
• Manage event registration systems to allow for an advisor friendly process
• Proactively consider opportunities for ongoing improvement of the advisor experience

Supervisory Responsibilities:  This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.

Knowledge, Skills & Abilities

• Creative and inquisitive thinker
• Strong writing and PowerPoint skills
• Ability to work within a multi-functional financial services environment to prioritize and spearhead sales team marketing priorities as they relate to overall, and often shifting team objectives and strategies
• Aptitude to learn key product capabilities and incorporate into effective marketing approaches
• Must have excellent listening skills to discern most important aspects of sales team requests
• Must be detail-oriented with proficient organization skills
• Must work in a collaborative environment and take direction from a number of individuals at the same time based on project demand
• Outstanding interpersonal skills; resourceful, action oriented, and ability to maintain composure in a fast-paced organization.
• Comfortable in a high energy environment that values creativity, self-motivation, honesty and accountability.
• Work environment will be fast-paced and deadline-oriented so must be able to handle multiple projects with multiple players from a variety of locations at any given time.

Education Level

• Bachelor's Degree
• Bachelor’s degree in marketing or related degree

Years of Experience

• 3+ year of relevant experience
• 3+ years of experience in insurance or financial marketing corporate events
• Exposure to marketing to independent marketing organizations highly desirable
• Financial Services knowledge; insurance industry preferred

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