Teams 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.