Council Job Descriptions

Council Member
The mission of the Marketing & Distribution Section is to facilitate research and discussion regarding the relationship among customers, products, and distribution channels. The focus of the Section is the exploration of two particular aspects of this relationship: methods of marketing financial products to potential customers other than through conventional channels, and specialty financial products particularly well suited to alternative methods of distribution.

The Council consists of nine members of the Marketing & Distribution Section; three members are elected each year for a term of three years. Each council member is expected to play an active role in the activities of the council.

Responsibilities include:

• Attending face-to-face meetings - the exact dates and locations are determined by the section council. Traditionally the Council meets the Sunday afternoon preceding the SOA Annual Meeting as well as once in the spring.
• Participating in council conference calls - these usually occur every 6-8 weeks.
• Acting as a section liaison to various SOA committees and project oversight groups, as needed
• Participating in the development of spring and annual meeting sessions, including writing session descriptions and assisting with speaker recruitment
• Helping to develop seminars on topics of interest to section members
• Supporting the section newsletter editor by writing an article, recruiting writers, and/or providing editorial assistance.

Officers
At the October Nontraditional Section Council meeting officers are elected for the coming year.

Section Chairperson - usually a council member serving his/her third year on the Council

• Prepares the meeting agendas, presides at the meetings of the Section Council, and oversees the activities of the section
• Acts as the section liaison to, and member of, the Life Practice Advancement Committee
• Attends two meetings of the Council of Section Chairpersons

Vice-Chairperson
Usually a council member serving his/her second year on the council

• May be assigned duties by the section chairperson or council
• Acts as chairperson in the absence of the elected chairperson
• Attends one meeting of the Council of Section Chairpersons

Secretary

• Records and sees to the distribution of all meeting minutes
• May be assigned other responsibilities by the section chairperson or council

Treasurer

• Produces a draft budget for the coming year, with projections of section income and expenses
• Oversees the income and expenses of the section
• Reviews the quarterly section financial statements as prepared by the SOA staff
• May be assigned other responsibilities by the section chairperson or council