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Careers

Vice President of Marketing

By | Careers

Job Description:

In this role you will lead a team of web developers, inbound marketing specialists, graphic designers, events coordinator and social media specialists in adding value to the DMI financial advisors businesses in order to help recruit them to do business with DMI and/or help drive more sales to DMI by way of delivering real tangible results to their financial planning practices. In addition, this same team will do the same for DMI. Bring qualified advisor leads to the DMI sales team to help them in recruiting more financial advisors to DMI. Understanding the marketing and sales challenges that small business encounter is a must. You will report to the President/Owner of DMI, Brian Donahue. You will work with a management team including Vice President of Operations and Vice President of Sales.

Responsibilities & Duties:

  • Lead and manage the marketing team
  • Oversee and manage the marketing team’s budget
  • Perform marketing overviews and/or presentations to clients
  • Prioritize marketing projects to reflect the sales production of our clients
  • Monitor all marketing campaigns and reactivation programs
  • Develop and implement new strategies as necessary
  • Interact with clients on a daily basis, including off hours if needed
  • Build internal and external relationships
  • Promote a team environment
  • Work closely with outside vendors
  • Adhere to compliance standards
  • Provide guidance and mentor the marketing team staff when needed
  • Collaborate and meet regularly with other teams within the company as necessary
  • Occasional travel
  • Other duties as assigned

Qualifications:

  • Bachelor’s degree
  • Project and time management skills
  • Experience with CRM software, preferably HubSpot
  • Experience with Adobe Creative Suite
  • B2B and B2C Marketing skills
  • Ability to have empathy and handle strong personalities
  • Strong written and verbal communication skills

Compensation:

Competitive salary based on experience.  DMI Marketing also offers its employees a full range of benefits including health/medical, dental, 401k with company match and other supplemental benefits.

To apply, please send a copy of your resume and include the job posting title in your email subject line to info@dmi.com.

Apply Now

Operations Specialist / Senior Operations Specialist

By | Careers

Job Description:

DMI is looking for a full-time Operations Specialist for our Insurance Operations team. In this role a candidate would work closely with the Director of Operations to monitor the performance of the Operations department, in addition to working on a host of other process enhancement initiatives. You would work along with New Business Case Management, Contracting, and Commissions team members to support our financial professionals. An ideal candidate would be local to our headquarters in the greater Boston area, but proximity to our office is not a prerequisite. If your qualifications are deemed to be a good fit for our organization, you will be considered regardless of geographic location as a candidate to work remotely.

Duties of the Licensing & Contracting/Commissions Specialist include:

  • Maintaining current contracting data in our CMS (contract level, hierarchy, etc.)
  • Ensuring hierarchy information is correct and up to date
  • Reviewing contracting and appointment paperwork for completeness and accuracy
  • Processing contract paperwork with life and annuity carriers
  • Notifying agents and/or recruiters of missing paperwork
  • Working directly with agents regarding contracting materials and appointment process
  • Assisting with onboarding of new agents
  • Maintaining a variety of broker dealer contracting requirements
  • Taking ownership of maintaining carrier commission schedules
  • Reconciling commission statements
  • Working with agents on commission inquiries and issues
  • Calculating commissions monthly for internal sales consultants
  • Ensuring all SLA’s are met consistently
  • Various reporting tasks

Duties may include, but are not limited to:

  • Quality Review of DMI processes and procedures within Operations
  • Ongoing monitoring of Operations performance with respect to our established SLA’s
  • Act as Operations contact on a variety of different projects
  • Point of contact for escalations
  • Work with insurance carriers to develop synergies between teams
  • Support Operations team in various capacities (back up processing when necessary)
  • Document new processes and process changes
  • Providing training to internal teams and external customers as needed
  • Various reporting responsibilities
  • Potential back up for phone coverage when necessary
  • Manage team workflow according to direction from management
  • Communicate frequently with our agents and advisors to ensure customer satisfaction
  • Support Compliance matters as necessary

Requirements of the role:

  • Bachelors degree preferred
  • 3+ years experience in the life insurance and annuity industry
  • Project management experience is a plus
  • Strong organizational and planning skills in a fast-paced environment
  • Excellent time management skills and ability to multi-task and prioritize work
  • Ability to anticipate problems and come up with solutions without explicit guidance
  • A creative mind with an ability to suggest process improvements
  • Exceptional interpersonal and written communication skills
  • Ability to provide excellent customer service to both internal and external customers
  • Capable of working independently, as well as in a team environment
  • Ability to work in a self-directed fashion
  • Proficient with the Microsoft Office suite (Word, Excel, Outlook, etc.)
  • Strong attention to detail

Compensation:

Competitive salary based on experience.  DMI Marketing also offers its employees a full range of benefits including health/medical, dental, 401k with company match and other supplemental benefits.

About DMI Marketing, Inc.:

DMI is a national independently-owned insurance marketing organization with 30 years of financial stability and success.  Since opening our doors in 1989, our mission has been to provide exceptional marketing, sales consulting, and operations support services.  We provide our agents and advisors access to highly-rated carriers, competitive products, and service excellence that directly impacts their bottom line.

To apply, please send a copy of your resume and include the job posting title in your email subject line to info@dmi.com.

Apply Now

Licensing & Contracting/ Commissions Specialist

By | Careers

Job Description:

DMI is looking for a full-time Contracting and Commissions Specialist for our Insurance Operations team. In this role a candidate would split responsibilities, as necessary, between licensing and contracting, and a variety of commissions related functions, with the majority of time spent on L&C matters. You would work along with New Business Case Management, Contracting, and Commissions team members to support our financial professionals. An ideal candidate would be local to our headquarters in the greater Boston area, but proximity to our office is not a prerequisite. If your qualifications are deemed to be a good fit for our organization, you will be considered regardless of geographic location as a candidate to work remotely.

Duties of the Licensing & Contracting/Commissions Specialist include:

  • Maintaining current contracting data in our CMS (contract level, hierarchy, etc.)
  • Ensuring hierarchy information is correct and up to date
  • Reviewing contracting and appointment paperwork for completeness and accuracy
  • Processing contract paperwork with life and annuity carriers
  • Notifying agents and/or recruiters of missing paperwork
  • Working directly with agents regarding contracting materials and appointment process
  • Assisting with onboarding of new agents
  • Maintaining a variety of broker dealer contracting requirements
  • Taking ownership of maintaining carrier commission schedules
  • Reconciling commission statements
  • Working with agents on commission inquiries and issues
  • Calculating commissions monthly for internal sales consultants
  • Ensuring all SLA’s are met consistently
  • Various reporting tasks

Requirements of the role:

  • Bachelors degree preferred
  • 3+ years experience in an insurance contracting and/or commissions role
  • Strong organizational and planning skills in a fast-paced environment
  • Excellent time management skills and ability to multi-task and prioritize work
  • Ability to anticipate problems and come up with solutions without explicit guidance
  • A creative mind with an ability to suggest process improvements
  • Exceptional interpersonal and written communication skills
  • Ability to provide excellent customer service to both internal and external customers
  • Capable of working independently, as well as in a team environment
  • Ability to work in a self-directed fashion
  • General knowledge of financial services, specifically annuity and life insurance business
  • Proficient with the Microsoft Office suite (Word, Excel, Outlook, etc.)
  • Strong attention to detail

Compensation:

Competitive salary based on experience.  DMI Marketing also offers its employees a full range of benefits including health/medical, dental, 401k with company match and other supplemental benefits.

About DMI Marketing, Inc.:

DMI is a national independently-owned insurance marketing organization with 30 years of financial stability and success.  Since opening our doors in 1989, our mission has been to provide exceptional marketing, sales consulting, and operations support services.  We provide our agents and advisors access to highly-rated carriers, competitive products, and service excellence that directly impacts their bottom line.

To apply, please send a copy of your resume and include the job posting title in your email subject line to info@dmi.com.

Apply Now

Sales Consultant – Internal

By | Careers

Job Description:

DMI Marketing is seeking a self-motivated, high-energy individual for our Sales Consultant position. This individual will use his/her skills to manage and develop a book of annuity and life insurance business comprised of independent insurance agents and financial advisors, by providing sales support, product illustrations, case development and related activities. The ultimate goal of the position is to develop and grow annuity and life insurance production by prospecting for and recruiting new agents and advisors to work with our firm.

Experience/Qualifications:

  • Minimum 2 – 3 Years experience in internal wholesaling, sales support or related activities with a working understanding of agents and financial advisors and the annuity, insurance and financial services industries
  • Outstanding sales and customer service skills
  • Ability to communicate effectively in a phone-based environment
  • Strong time management skills with the ability to manage multiple, high-priority tasks
  • Understanding of the recruiting and sales cycles, and the ability to convert prospects into clients
  • Understanding of life insurance, annuities and related products a plus
  • Life/Health insurance license a plus

About DMI Marketing, Inc.:

DMI is a national independently-owned marketing organization with more than 25 years of financial stability and success. Since opening our doors in 1989, our mission has been to provide exceptional marketing, sales consulting and business management services. We provide our advisors access to highly-rated carriers, competitive products, and service excellence that directly impact their bottom line.

Compensation:

Base salary plus commission based on sales revenue. DMI Marketing also offers its employees a full range of benefits including health/medical, dental, 401k and other supplemental benefits.

To apply, please send a copy of your resume and include the job posting title in your email subject line to info@dmi.com.

Apply Now

Life Sales Consultant – External

By | Careers

Job Description:

DMI Marketing is seeking a self-motivated, high-energy individual for a Life Sales Consultant position. This individual will use his/her skills to manage and develop a book of life business comprised of independent insurance agents and financial advisors, by providing sales and marketing support, product illustrations, case development and related activities. The ultimate goal of the position is to develop and grow life production by prospecting for and recruiting new insurance agents and financial advisors to work with our firm.

Experience/Qualifications:

  • Minimum 2 – 3 years’ experience in external wholesaling, sales support or related activities with a working understanding of agents and financial advisors and the life insurance, fixed annuity, and financial services industries
  • Outstanding sales and customer service skills
  • Ability to communicate effectively in one-on-one and group environment
  • Strong time management skills with the ability to manage multiple, high-priority tasks
  • Understanding of the recruiting and sales cycles, and the ability to convert prospects into clients
  • Understanding of life insurance, annuities and related products a plus
  • Life/Health insurance license a plus

About DMI Marketing, Inc.:

DMI is a national independently-owned marketing organization with more than 25 years of financial stability and success. Since opening our doors in 1989, our mission has been to provide exceptional marketing, sales consulting and business management services. We provide our advisors access to highly-rated carriers, competitive products, and service excellence that directly impact their bottom line.

Compensation:

Base salary plus commission based on sales revenue. DMI Marketing also offers its employees a full range of benefits including health/medical, dental, 401k and other supplemental benefits.

To apply, please send a copy of your resume and include the job posting title in your email subject line to info@dmi.com.

Apply Now

Sales Consultant – External

By | Careers

Job Description:

DMI Marketing is seeking a self-motivated, high-energy individual for a Sales Consultant position. This individual will use his/her skills to manage and develop a book of business comprised of financial advisors, RIA’s, IAR’s and wealth managers by providing proprietary products, effective sales ideas, marketing support, and related activities. The ultimate goal of the position is to drive sales and bring in assets.

Experience/Qualifications:

  • Minimum 2 – 3 years’ experience in internal or external wholesaling with a working understanding of financial advisors, RIA’s, IAR’s and wealth managers
  • Understanding of the recruiting and sales cycles, and the ability to convert prospects into clients
  • Understanding of financial, asset management and related products and strategies including ETF’s, alternative asset classes, equities, and fixed income with a strong understanding of portfolio design and construction

 

About DMI Marketing, Inc.:

DMI is a national independent distribution company with more than 25 years of financial stability and success. Since opening our doors in 1989, our mission has been to provide exceptional marketing, sales consulting and business management services. We provide our advisors access to cutting-edge products, marketing strategies to gather more assets and service excellence all of which directly impact their bottom line.

Compensation:

Strong base salary plus commission based on assets with the ability to earn mid to high six figures in total compensation with no ceiling. DMI Marketing also offers its employees a full range of benefits including health/medical, dental, 401k and other supplemental benefits.

To apply, please send a copy of your resume and include the job posting title in your email subject line to info@dmi.com.

Apply Now