Marketing Material Compliance Sr. Specialist

Job summary
Provides advertising compliance expertise to field and home office business partnersConducts comprehensive review of marketing, advertising, sales training, and recruiting materialsCollaborates with business partners on advertising regulation education and project consultation
Job seniority: mid-to-senior level
Responsibilities
• Review marketing, sales training, and recruiting materials for compliance• Lead division priorities and projects• Provide expertise on advertising compliance• Build consultative, educational relationships with business partners
Requirements
• Bachelor's Degree Preferred or equivalent combination of education and experience• FINRA series 7 & 24 required or can be obtained within 6 months• Minimum of 4 years of relevant experience• Knowledge of insurance and investment products and operations• Strong interpersonal skills• Ability to solve complex problems and analyze multiple sources of information
Key Skills Needed
• Business Partnerships• Case Documentation• Customer Service• Field Consulting• Investment Product Management• Life Insurance Products• Marketing Compliance• Marketing Distribution• Marketing Materials• Negotiation• Peer Reviewing• Policy Setting• Process Improvements• Regulatory Requirements• Risk Management• Sales Process