Homesteaders Life Company

Onboarding Specialist

• Supporting the Love Always vision by building the most authentic and trusted mature life events ecosystem
• Prospecting & Pipeline Development: Identifying prospective participants, conducting research, maintaining pipelines, and communicating with prospects.
• Introduction and Qualification of Prospective Participants: Conducting the process through introduction meetings, creating a due diligence pathway, and leading the collaboration process.
• Proposal and Agreement Management: Create and track agreements for participants and prospects; continually work with teams on legal and filing processes.
• Portal creation, Setup, and Onboarding: Manage and implement the process of new participants into the Love Always platform.
• Participant Portal Stabilization and Monitoring: Maintaining quality and performance for continued support for participants once onboard.

Business Development Manager – Onboarding

Lead Generation

• Coordinate end-to-end execution of lead generation initiatives, including intake, requirements gathering, vendor coordination, approvals, production, and delivery to ensure timely schedules.
• Monitor inbound requests across channels, capture requirements, prioritize, and route work to appropriate teams or partners.
• Support audience selection and data preparation activities; this includes coordinating list pulls, alignment with criteria, and maintaining data governance guidelines.
• Coordinate with printers, mail houses, third parties, and other parties to ensure mail scheduling.
• Work with templates to customize partner materials such as logos, headshots, copy edits, and event details to support the experience for funeral homes.

Business Development Manager – Onboarding

Lead Generation Coordinator