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.

Additional Information

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.

Join our employee-centric hybrid work environment: F&G Careers

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.

As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

1Top Workplaces USA 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

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