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Internal Marketing Consultant

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Colonial Group
Full Time position
Listed on 2026-10-04
Job specializations:
  • Sales
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Internal Marketing Consultant,
SUMMARY

Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Departments to increase company revenue and profit.

ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Agent Support Functions:
    Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services. Develop assigned marketing plans and provide service assistance to agents;
    Handle 50–100 telephone calls per day with agencies and agents on all aspects of assigned products;
    Recruit, train, service and assist agents to enable agents to produce at highest level possible;
    Assist agents with issues including recruit kits for carriers, training, contracting, certification, transactional issues such as electronic signature, telephonic signatures and app-by-email;
    Communicate with agents regularly regarding product information, rate changes and key agent benefits;
    Monitor compliance with program reporting rules and sales requirements;
    Provide technical support training, sales and marketing coaching;
    Identify and cultivate top producers;
    Identify problem agents;
    Recruit agents to participate in special opportunities, such as new lead sources, alternative methods of enrollment (e-commerce, e-signature, tele-app., etc.). Develop a Team Roster of agents/agencies and maintain regular contact/support and comply with procedures to protect all hierarchy relationships. Normally there should be no communication directly with the end consumer; all communications with the end consumer should be made by and through the agent.

    There can be exceptions to this rule based on specific circumstances and requests. For example, a marketer cannot participate in the closing of a sale or make recommendations. However, it may be possible to lend support regarding specific product information. This needs to be reviewed and approved by a marketing supervisor prior to the conversation taking place.
  • Department Support Functions:
    Update and maintain Contact Management System information in accordance with policies and procedures;
    Manage Team Roster;
    Update and maintain task list. Have working knowledge of Who Quit Writing, Debit Balances, MGA reports, lead distribution/lead management, incomplete contracts, certification process, moving agents and agencies into production, able to conduct webinars and display/introduce SMS technology tools.
  • Special Projects:
    Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees;
    Assists with special projects/assignments as requested by members of management.
  • Performs other duties as assigned by management.*
QUALIFICATIONS EDUCATION / EXPERIENCE
  • Bachelor's Degree in marketing or a related field
  • High School Diploma or GED
  • Three (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience
  • Life/Health Insurance license
SKILLS
  • Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the marketer.
  • Knowledge of the general industry procedures, practices and terminology.
  • Skill in working effectively with inbound and outbound callers/customers.
  • Skill in negotiating and problem solving to resolve internal and external conflicts.
  • Skill in the use of office equipment including computer, fax, printer, telephone system, etc.
  • Skill in the use of time management and organization skills.
  • Skill in maintaining effective working relationships with all customers, employees and the general public.
  • Skill in project management.
  • Proficient computer skills…
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