AmeriLife

Insurance

• Build relationships and initiate new sales in assigned territories.
• Sales includes selling estate, business, charitable and life insurance concepts and ideas with Advisors, assisting Advisors in selling these ideas and products to their clients, and assisting them through the life insurance underwriting process once the sale is made.
• Meet with high net worth and ultra-high net worth clients of assigned advisors as a member of the Integrated Relationship Management (IRM) Team, providing expertise in the areas of insurance planning and risk management.
• Assist planners in the development of financial plans in the areas of wealth transfer and business planning and intergenerational transfers
• Responsible for the generation of life insurance revenue in these channels in the assigned region
• Support IRM partners in the delivery of marketing programs tailored to client needs
• Interface with support staff for the completion and placement of life insurance with clients

Regional Insurance Strategist

Vice President

• Source independent agents, agencies, and hybrid advisors through outbound outreach, referrals, events, and digital campaigns.
• Conduct discovery calls to assess production potential, product mix, and market focus.
• Present the FMO’s value proposition, carrier portfolio, and support platform.
• Guide advisors through contracting and onboarding processes.
• Maintain consistent recruiting pipeline activity within CRM.
• Collaborate with marketing on recruiting campaigns and event strategies.
• Assist newly contracted advisors with submitting first business within 30–60 days.
• Coordinate introductions to marketers and internal sales support.
• Support early product positioning conversations.
• Monitor early-stage pipeline and proactively re-engage inactive recruits.
• Assisting marketers with basic annuity case illustrations.
• Reviewing client scenarios (age, risk tolerance, liquidity needs, income goals).
• Supporting product comparisons across leading carriers such as: Preparing product illustrations and income rider comparisons.
• Participating in strategy calls with advisors and marketers.
• Pipeline building, contracting & onboarding, CRM discipline, value proposition delivery
• FIA, MYGA, and income rider education, illustrations/quoting, suitability fundamentals
• Running illustrations independently, designing income plans, participating in advanced strategy conversations, and contributing directly to premium placement.
• Weekly recruiting activity metrics (calls, appointments set, contracts submitted) Contribution to case design and submitted premium (as role evolves)

Vice President, Life and Annuities

Data Scientist

• Partner with engineering, analytics, and business stakeholders
• Design and build predictive models
• Develop intelligent automation using AI agents
• Engineer features and pipelines on Databricks Lakehouse platform
• Evaluate and iterate on AI solutions