Jobs at AmeriLife

Conduct outbound phone-based marketing campaigns to generate business development opportunities with financial professionals. Maintain CRM records, support digital platform adoption through phone and Webex training, answer inbound sales and support inquiries, distribute marketing content, identify additional opportunities, collaborate with sales partners, and assist with teammate training.

Generates sales revenue and achieves quotas by recruiting and managing insurance producers, growing territory books of business, developing annual sales plans, conducting outreach and seminars, and maintaining strong agent and operations partnerships. The role requires advanced life insurance product knowledge, complex case design expertise, underwriting familiarity, CRM activity tracking, and relationship-building skills. This is a remote position restricted to Southern California.

Provides presale support to insurance producers by preparing qualified life insurance illustrations, sharing product and carrier information, supplying marketing materials, documenting requests in a CRM, and following up on sales activity. Maintains product knowledge, supports illustration workflows and service-level expectations, and participates in training on insurance products, market trends, and competitive offerings.

Drives sales and revenue growth by building relationships with insurance producers, recruiting and supporting agents, promoting products and marketing campaigns, and managing a territory. The role provides sales consultations, develops complex insurance illustrations, coordinates with internal sales and operations teams, and uses client management systems to manage the sales process. It requires life insurance industry knowledge, underwriting familiarity, strong communication skills, and at least two years of life insurance experience, including one year in sales support.

Processes new client applications by reviewing accuracy and completeness, verifying documentation, entering applicant information, communicating with advisors, and ensuring regulatory compliance. Maintains application records, supports internal teams, addresses inquiries, protects confidential information, and identifies process improvements to increase efficiency.

Creates and delivers branded marketing, corporate communications, digital, print, social, presentation, and event assets. Translates creative direction into production-ready designs, maintains brand consistency across campaigns and channels, develops event branding and environmental graphics, prepares production files, collaborates with marketing and creative teams, incorporates feedback, and manages multiple projects and deadlines.

Processes and manages new insurance agent contracting submissions, verifies licensing and documentation, submits paperwork to carriers, tracks pending appointments, updates CRM records, and communicates with agents, carriers, and internal teams to ensure timely onboarding and compliance.

Reviews advisory, brokerage, and insurance business for completeness, suitability, and regulatory compliance. Supports principal approvals, advisor disclosures, questionnaires, training, branch audits, advertising reviews, trade surveillance, regulatory inquiries, examinations, and compliance recordkeeping. The role also provides guidance to advisors, tracks corrective actions, maintains compliance books and records, and improves internal procedures and tools.

Processes annuity new-business requests for financial professionals, applying knowledge of insurance carriers, products, websites, procedures, and regulations. Provides proactive customer service, education, and communication while maintaining quality and productivity standards. Builds relationships with producers, communicates operational changes, resolves issues, and uses sound judgment to support customers and business partners. The role also requires familiarity with third-party platforms such as FireLight, SureLC, and RegEd.

Sell life, long-term care, and disability income insurance to clients and advisors through discovery, needs analysis, solution explanation, applications, and underwriting follow-through. Manage sales activity, incoming and preset calls, pending business, and cases through purchase. Explain insurance, estate planning, business planning, asset leveraging, 1035 exchanges, and coverage needs while meeting sales quotas and supporting referral sources.

Leads the design and maintenance of automated data systems for insurance commission processing, accounts payable, payroll reconciliation, and agency payments. Builds ingestion, validation, normalization, reconciliation, mapping, encryption, and self-service tools. Manages agent and agency master data and cloud-hosted infrastructure with backup and recovery capabilities. Improves financial operations by replacing manual spreadsheet workflows with secure, scalable, auditable pipelines.

Provides customer service and operational support for new business processing in insurance and financial services. Responds to routine inquiries, tracks application and case statuses in internal and carrier systems, coordinates updates with internal teams and external partners, and supports service-level goals. Participates in training on insurance products, carrier platforms, and compliance procedures.

Creates and supports business-facing design work while managing customer relationships, project deliverables, communications, timelines, data entry, and administrative tasks. The role requires analyzing business requirements, coordinating with project teams, handling multiple projects, and learning insurance and financial industry concepts. Strong communication, organization, attention to detail, and advanced Microsoft skills are required.

Lead and grow an assigned insurance agency by recruiting, training, coaching, and managing local agents and staff. Drive new business, ensure compliance, meet growth and sales objectives, oversee budgets and performance metrics, and develop agent production through training and fast-start initiatives.

The Business Analyst partners with stakeholders to gather needs, define requirements, analyze operational data, improve processes, assess risks, support system design and configuration, create testing documentation, assist with user acceptance testing and training, and contribute to project management. The role emphasizes operational efficiency, data-driven recommendations, compliance, system functionality, and continuous process improvement across Agency Operations.

Serve as first point of contact for general agency sales and back-office staff. Create and update electronic application records, manage paperwork submissions to compliance, follow up on case progress, and help meet SLAs and cycle-time goals while ensuring regulatory and privacy compliance.

Design advanced life insurance cases and marketing tools to support producers. Research complex cases, select carriers/products, prepare compliant sales presentations, liaise with institutions and carriers, and maintain deep product and tax/legal knowledge to facilitate sales.

Provide administrative, operational, and customer-service support to insurance agents, carrier partners, and internal staff. Assist with certifications, enrollments, compliance, commission inquiries, product information, recordkeeping, and office supply management while maintaining knowledge of Medicare products and company systems.

Lead AmeriLife’s enterprise privacy program across its insurance distribution network. Responsibilities include developing privacy policies and controls, conducting privacy and risk assessments, monitoring regulatory changes, managing incidents and consumer privacy requests, overseeing data governance, supporting audits and inquiries, and reporting privacy risks to executive leadership. The role partners with Legal, Compliance, IT, Data, Operations, Marketing, HR, and Vendor Management to ensure compliant handling and protection of personal information.

Lead and manage the QA framework and audit program for Agency Operations, ensuring SOP adherence, compliance, and audit readiness. Oversee QA staff, analyze quality data and trends, produce executive reporting, drive root-cause analysis and corrective actions, partner with cross-functional teams to improve processes, and maintain operational risk and quality KPIs.