AmeriLife

Financial Planning and Analysis

• The Sales Associate role is a full-time, salaried position with sales incentives, paid time off and best-in-class company-paid benefits
• The first-year salary is guaranteed with an uncapped incentive to market and sell the following products: Medicare Plans, ACA – Individual Health under 65, STM – Short-Term Medical, Travel Health Insurance, Dental, Vision, Long Term Care, Final Expense Life Insurance, Ancillary – Hospital/Cancer plans, Fixed Annuities
• Informed Choice provides inbound and outbound leads and cold calling is not required but highly encouraged to increase sales
• Informed Choice has licenses in 3 states with a numerous number of (large and small) carriers to allow you to find the right fit for your client’s needs
• Our incentive program is uncapped with many agents earning above $150,000 per year
• As a Sales Associate, you will be supported by Client Service Representatives to help you manage and sell to your clients.

Licensed Health & Life Insurance Financial Professional

• Sales Associate role is a full-time, salaried position with sales incentives, paid time off, and best-in-class company-paid benefits
• First-year salary is guaranteed with an uncapped incentive to market and sell various insurance products
• Informed Choice provides inbound and outbound leads and encourages cold calling to increase sales
• Supported by Client Service Representatives to manage and sell to clients

Licensed Health and Life Insurance Professional

Account Manager

• Support the development and execution of annual business plans for carriers and broker-dealer partners
• Assist in identifying growth opportunities within existing strategic relationships
• Coordinate ongoing communication between TruChoice leadership and partners
• Maintain awareness of partner priorities, initiatives, product changes, and organizational changes
• Lead project management efforts for strategic initiatives involving carriers, broker-dealers, and internal departments
• Develop timelines, track deliverables, and ensure accountability across stakeholders
• Coordinate cross-functional projects involving sales, marketing, product, operations, and finance teams
• Prepare executive summaries, status updates, and action plans for leadership review
• Conduct research on industry trends and competitor activities to support strategic planning
• Analyze sales, engagement, and partnership data
• Develop reports and dashboards to support strategic decision making
• Track effectiveness of marketing and partnership initiatives.

Strategic Account Coordinator

Director

• This person grows their assigned agency and manage local staff to address the business objectives of the company.
• The Managing Director coaches and develops agents to meet the insurance needs of policyholders and clients with appropriate and suitable products.
• The position supports agents to maximize their professional growth and revenue generating opportunities.
• Functions as the primary liaison between the Home Office and assigned (independent) sales agents.
• He or she recruits and develops agents.
• Increases agency’s growth, effectiveness and production by recruiting, selecting, orienting, training, coaching, counseling insurance agents; communicating values, strategies, and objectives.
• Accomplishes agency objectives by recommending business plans, budgets, and result measurements.
• Generates new business by identifying and addressing opportunities in the local market.
• Develops and maintains good and compliant working relationships with clients, insurance carriers, regulatory agencies, assigned agents and co-workers.
• Increases profitability of proprietary product lines by encouraging agents to consider these products when they meet the needs of clients.
• Ensures trust and credibility with clients by maintaining detailed knowledge of current market conditions, compliant business practices and full understand of available product solutions.
• Builds company image by collaborating with customers, community organizations, and others; enforcing ethical business practices.
• Directs and coordinates agency’s financial and budget activities to manage operations and maximize growth and efficiency.
• Meets required growth and sales objectives.

Managing Director

Vice President

• Develop existing and new business relationships
• Sources potential new business deals through prospecting activities
• Closes new business deals by coordinating the requirements for each case with our underwriting operations team, principals, advisor, carrier and lender partners
• Coordinates various financial and insurance underwriting issues.
• Develop one on one relationships with selected firm clients and their advisors along with selected firm contacts.
• Work closely with firm’s illustration team
• Utilize firm’s CRM to manage all workflows and case notes.
• Maintain and enhance firm’s reputation as a, “Can-Do” organization and the leader in our industry.
• Assist in the firm’s marketing efforts with emphasis on webinars and group meetings.
• Attend periodic off-site networking events and conferences
• Accept ownership of all aspects of an assigned client.

Regional Vice President

Project Manager

• Manage the end-to-end project lifecycle for large and complex projects involving multiple teams and stakeholders, ensuring milestones are met and delivered on time and within budget.
• Develop and maintain integrated project plans across data engineering, analytics, and platform teams.
• Serve as the single point of contact for delivery status for stakeholders and leadership, communicating timelines and risks and aligning stakeholders on delivery expectations.
• Manage scope, schedule, budget, and quality for multiple concurrent projects.
• Identify and manage cross-team and external dependencies (data platforms, source systems, vendors, etc.).
• Proactively manage risks, assumptions, issues, and decisions (RAID), partnering with delivery teams to minimize impact.
• Track delivery performance of project teams and measure realized business outcomes post project delivery.
• Promote accountability, collaboration, and continuous improvement across project teams.

Insurance

• Engage with inbound clients and financial advisors
• Conduct thorough needs analysis to identify coverage gaps and financial goals
• Recommend and sell life, long-term care, and disability insurance solutions
• Deliver a high-quality, consultative client experience via phone and virtual channels
• Partner with financial advisors and referral sources on client cases
• Explain product options, strategies, and planning concepts clearly
• Provide guidance on estate, business, and insurance planning fundamentals
• Maintain knowledge of term, whole life, UL, VUL, LTC, and DI products
• Educate clients and advisors on product features and benefits
• Assist with advanced concepts such as coverage design, 1035 exchanges, and needs analysis
• Contribute ideas to improve sales processes and marketing effectiveness
• Participate in ongoing training

Insurance Agent – Life, LTC & DI

• Lead the development and execution of integrated marketing campaigns across digital and print channels
• Partner with sales and channel leadership to identify opportunities that drive advisor engagement and revenue growth
• Create clear, compelling messaging that simplifies complex life insurance and annuity concepts for advisors and clients
• Develop and deliver marketing content including brochures, sales collateral, presentations, email campaigns, social media, web content, and case studies
• Track campaign performance, lead generation and results to ensure effectiveness and opportunities for improvement
• Manage projects end-to-end, ensuring timelines, quality, and compliance requirements are consistently met
• Support product or initiative launches with positioning, messaging, and go-to-market strategies
• Collaborate cross-functionally with internal stakeholders and external partners to deliver high-quality marketing programs that align with partner goals and requirements
• Work closely with compliance teams to ensure all communications meet regulatory standards
• Develop targeted strategies for key distribution partners, market segments, and focus firms
• Contribute to advisor and internal training initiatives through marketing and educational content

Senior Marketing Consultant – Life Insurance, Annuities

Marketing

• Call and/or make email contact with credible agents and agencies throughout the United States that broker Senior Health Insurance Products.
• Effectively communicate to these parties the Carriers and products that are of key focus to our organization.
• Educate these individuals and organizations on the value of our products and services and call them to action to represent such.
• Procure signed contracting from these organizations that establishes a financial relationship.
• Commit them to begin selling our products.
• Support said groups with necessary certification or product ordering that is needed to facilitate the sale.
• Continue to contact and develop the relationship so that they sell more products.
• Adhere to weekly call/ticket and contracting goals and be accountable for such.
• Continuously develop your phone skills and abilities and product knowledge.
• Be affluent in understanding the Senior Health Insurance Industry.

Annuity Marketer

Marketing Operations

• Support Marketing Reporting and Data Management
• Assist with the preparation and maintenance of recurring marketing reports by gathering, organizing, and updating data within standardized templates
• Ensure consistency and accuracy across reporting outputs and support tracking of campaign and project activity
• Maintain Data Quality and Organization
• Clean, format, and organize datasets including contact lists, campaign exports, and internal trackers
• Maintain file organization, naming conventions, and shared folders to ensure accessibility and consistency across the team
• Assist with Marketing Operations and Workflow Tracking
• Support day-to-day operational processes by logging incoming requests, updating project trackers, and helping maintain visibility into project status and workload
• Contribute to improving organization and efficiency across the team
• Provide Quality Control and Compliance Support
• Support the reapproval process for sunset marketing materials by identifying expiring assets, initiating resubmission workflows, and coordinating updates to ensure all content remains compliant with current regulatory and internal standards
• Support Content and Asset Management
• Organize marketing assets and maintain version control across shared platforms
• Assist with uploading, tagging, and maintaining content libraries used by the marketing team
• Assist with Process Documentation and Operational Efficiency
• Document repeatable tasks and workflows to support consistency and scalability
• Help create simple guides and checklists that improve efficiency and reduce manual effort across the team
• Develop Under Marketing Leadership
• Receive guidance and mentorship from marketing leadership and team members, gaining exposure to marketing within a regulated financial services environment including annuities, life, and broker-dealer channels
• Build Foundational Business and Analytical Skills
• Develop skills in data management, reporting, process discipline, and operational execution
• Gain an understanding of how accurate data and reporting support marketing performance and business decision-making

Marketing Operations Intern

• Serves as marketing partner for assigned business units and maintains regular meeting schedule with key business unit leaders
• Develops marketing plan working with business unit leaders and marketing management
• Handles the development of marketing deliverables to support marketing plan such as broadcast emails, brochures, one-pagers, advertising, contests and incentives, internal communications, web site content, social media postings, trade show exhibits, and audio/visual presentations
• Proofreads and edits copy prior to submission for final approval
• Follows stated marketing and compliance review process to gather approvals for marketing deliverables to ensure they meet legal, regulatory and company branding requirements
• May assist in the design and execution of custom surveys to assess campaign effectiveness
• Perform routine administrative functions for department, such as list management, inbox management and maintenance, internal project management/project sharing, recurring external emails

Senior Marketing Specialist

Analyst

• Calculate and forecast agent commission expense for monthly close process
• Review data entries, calculations and outputs with a high degree of detail in order to identify discrepancies and perform corrections and revisions
• Research and resolve agent commission related inquiries
• Confirm all agent levels, carrier levels, and agency levels are correct in the system
• Work as POC for APL
• Build and maintain Excel reports using commission data as requested by sales and finance management
• Monitor and maintain individual agent balance reporting, ensuring obligations are appropriately cross collateralized across carriers
• Download and maintain third party files to populate commission file, reformatting when required
• Perform other duties as assigned
• Assist with audits as needed

Commissions Analyst

Compliance

• Act as compliance liaison for assigned areas and assist with creating a culture of compliance through training, engagement and providing consistent feedback on compliance standards.
• Responsible for the identification, analysis, communication and resolution of advertising deficiencies, lead generation practices, agent conduct, and other compliance issues for assigned areas.
• Review life insurance and annuity marketing material for compliance with applicable regulations.
• Assist in the creation, implementation, and maintenance of compliance policies, procedures and educational material.
• Work with internal and external partners on vetting and implementing compliance and business initiatives.
• Participate in compliance projects, such as onboarding new technology, and serve as backup to other functions as needed.

Senior Compliance Analyst

Recruitment

• recruit agents via phone to either get contracted or move their existing contract to our firm
• achieve benchmark goals and quotas
• build value quickly and set appointments for further conversations with MCC sales staff
• work collaboratively and efficiently as a team member