AmeriLife Benefits Overview

Executes targeted sales, benefit activation, enrollment, and retention initiatives. Conducts benefit reviews, educates individuals on insurance products, follows up on assigned opportunities, maintains pipeline documentation, supports enrollment alignment, and achieves conversion, enrollment, retention, and revenue goals. Requires an active Health and Life insurance license within 60 days.

Recruit advisors to USA Financial’s broker-dealer, RIA, TAMP, and insurance distribution platforms. Responsibilities include making 75–100+ daily calls, identifying qualified advisors, communicating the organization’s value proposition, scheduling Discovery Day experiences, and supporting recruitment conversions. The role requires persistence, strong communication, comfort with phone and video outreach, financial-services awareness, and the ability to close candidates in a commission- and activity-driven environment.

Develops annuity brokerage and sales activity by prospecting insurance producers, expanding assigned business territories, building agent relationships, achieving monthly sales targets, and supporting policy placement. The role partners with licensing, underwriting, commissions, case management, and operations teams while maintaining CRM records and staying current on insurance, tax, legislative, and market developments.