Marketing Specialist

Overview

The Marketing Specialist on the Distribution Marketing Team plays a critical role in supporting TFL’s growth strategy by helping brokers and agents succeed. This associate works closely with the Marketing Manager and the Distribution team to execute marketing plans, manage sales email campaigns and webinars, and deliver content and tools that drive leads, support sales conversion, and recruit independent brokers. This role is ideal for someone who is energized by marketing that drives measurable results.

The associate will be a strong writer, tech-savvy, and collaborative, with the ability to write content, make website updates, manage email campaigns and webinars, create social content, and generate creative ideas that help producers sell more effectively.

• Support the Distribution Marketing Team Lead with marketing plan execution, lead-gen program development and campaign coordination.
• Take ownership of program logistics: scheduling, content collection, coordination, and execution for public-facing workshops and webinars.
• Proofread, write, and edit content for broker/agent communications; conduct research and reporting as assigned.
• Develop social media (primarily Linked In) and other marketing content that supports broker engagement and recruitment.
• Manage sales email, workshop and webinar communications, ensuring timely, accurate, and brand-aligned messaging to brokers and agents.
• Measure and report on campaign performance, providing insights for improvement.

• Bachelor’s degree in Marketing, Advertising, Communications, or related field (or equivalent experience).
• 3-5 years of experience in marketing or communications preferred. Life insurance, insurance, or financial services experience a plus.
• Strong writing, editing and proofreading skills with attention to detail.
• Familiarity with social media platforms (Linked In required) and email marketing tools; ability to manage campaigns end-to-end.
• Tech-savvy with experience in website CMS editors and an interest in marketing automation and analytics.
• Ability to analyze campaign performance and prepare reports.
• Collaborative mindset and ability to work closely with sales and marketing teams.
• Self-starter with strong problem-solving skills; able to work independently and create solutions without step-by-step guidance.
• Interest in learning about financial products and distribution channels.

• Authenticity:
  Acts with honesty, humility, and heart.
• Community:
  Supports colleagues and empowers members to thrive.
• Trailblazing:
  Brings vision, curiosity, and courage to the work.
• Stewardship:
  Puts members first in every decision.

• Communicates Clearly:
  Produces clear, compelling content for brokers and agents.
• Detail Orientation:
  Maintains accuracy in writing, proofreading, and reporting.
• Adaptability:
  Adjusts quickly to changing priorities and deadlines.
• Collaborates Effectively:
  Works well with team members and cross-functional partners, including Distribution.
• Problem-Solving:
  Creates steps and solutions independently; thrives in an environment with autonomy.
• Action-Oriented:
  Takes initiative and delivers work on time with accuracy.
• Sales Support Mindset:
  Understands how marketing drives leads and conversions; focuses on strategies that help producers sell.

Trusted Fraternal Life (TFL) is one of the largest fraternal benefit societies in the United States, serving more than 200,000 members with nearly $3 billion in assets. Through our family of brands—Catholic Financial Life, Degree of Honor, Woman’s Life, and Catholic United Financial—we help members build financial security while strengthening their communities.

Our

Purpose:

To help members build financial security and strengthen their communities through our unique family of brands.

Our Vision:
To be the leading next-gen fraternal — serving more members, across more communities, with more impact.

Our Values:
Authenticity. Community. Trailblazing. Stewardship.