AmeriLife

Role Description Saybrus Partners is looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus' life insurance distribution strategy to national broker/dealers. The Wealth Management Consultant is responsible for achieving the territory's annual sales goals, including: - Overall production - Penetration rates - Diversity of products sold by providing dedicated assisted-sales support This position will provide exclusive support to our Edward Jones Channel within an assigned territory. Products offered include life insurance, hybrid long term care insurance, and DI. Wealth Management Consultants must live in their assigned territory. Qualifications - Goal-oriented, self-starter possessing excellent communication and presentation skills - 5+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance strategies; experience conducting point of sale life insurance sales a plus - Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred - Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning - Series 6 or 7, Series 63, and appropriate life insurance licenses Requirements - Establishing and maintaining strategic national, regional, and local relationships within the territory - Fact-finding and prospecting with assigned advisors to maximize sales results - Training advisors on products and features, sales, and marketing ideas as well as new business and underwriting processes - Providing illustration, case, and product design support with assigned advisors - Assisting advisors at the point of sale during client meetings - Developing and implementing an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships Benefits - A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance

• Produces qualified illustrations and provides presale support to meet producer objectives in a timely manner. • Provide product and carrier information to the producer groups as well as internal staff. • Maintain detailed product and financial knowledge on all carriers. • Develop a working knowledge of important software packages (internal and carrier). • Run appropriate illustrations based on knowledge of the competitive life insurance environment. • Provide producers with illustrations and other marketing materials they may need. • Proactively follow-up on all presale activity. • Document requested illustrations for sales follow-up utilizing a CRM system. • Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training. • Maintain departmental illustration workflows and SLA's on phone and illustration turnaround time.

• Lead clients through discovery, including personal or business needs and goals, current financial status, be able to articulate identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet client needs. • Manage daily activities and drive sales activity and pending business. • Handle incoming calls directly from referral sources, and to be available for pre-set calls with clients and their Advisors. • Complete insurance applications and take responsibility for following cases thorough the underwriting process. • Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages. • See all sales activity through towards product purchase. • Be knowledgeable in positioning life insurance in the financial planning process, including advanced estate planning strategies, ILIT's, Special Needs Trusts, positioning life insurance as an asset class, policy loans, taxation of life insurance, annual and lifetime gifting, wealth transfer/maximization strategies and utilizing life insurance in the business planning process to include executive benefits. • Have a complete understanding of the underwriting process and the role within it.

Role Description Under limited supervision, this role is responsible for managing contracting and licensing requests while delivering high quality service to financial professionals, including Broker Dealers, RIAs, Registered Representatives, and IARs. The Associate handles daily workload efficiently, applies contracting knowledge accurately, and communicates proactively to support business outcomes. This role requires working knowledge of carrier specific contracting rules, carrier websites, products, and commission levels as well as an understanding of state specific requirements such as continuing education, best interest standards, and Anti Money Laundering (AML). The Associate builds strong relationships, applies sound judgment, and ensures work is completed accurately and in compliance with established processes, metrics, and regulatory standards. Key Responsibilities - Respond to and process contracting and licensing requests by applying department knowledge, established practices, and quality standards while meeting service‑level expectations. - Deliver proactive, customer‑focused communication and take ownership of requests to ensure timely and accurate resolution. - Build and maintain effective relationships with financial professionals by providing education on operational processes, requirements, and changes. - Apply and continue to develop knowledge of carrier websites, contracting procedures, products, and commissions. - Understand and utilize third‑party vendors such as SureLC and RegEd. - Ensure compliance with carrier guidelines, state regulations, and internal policies while using sound judgment to support financial professionals, customers, and TruChoice. Qualifications - Knowledge of Operations, Insurance, and/or Financial Services - Strong attention to detail, organization, and decision‑making skills - Business acumen and problem‑solving abilities - Ability to adapt to changing priorities in a fast‑paced environment - High level of accountability and ownership - Clear verbal and written communication skills - Customer‑focused mindset with a willingness to learn and grow - Ability to follow standard operating procedures and seek guidance when appropriate - Proficiency with computers and comfort working with digital tools and systems Requirements - Bachelor’s or associate degree preferred, or equivalent combination of education and relevant experience. - Related experience in contracting, insurance operations, carrier rules, or state regulations is strongly preferred. Pay Range Pay range $25.24 to $27.64, based on experience, education, skills, and training. Benefits - A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

• Personally manage a pipeline of complex, high-value, and non-standard life insurance and annuity cases from submission through policy issuance and in-force status. • Navigate advanced underwriting scenarios including impaired risk cases, large face-amount policies, non-medical limits, table ratings, flat extras, and exclusions. • Conduct detailed application reviews for completeness, accuracy, and regulatory compliance; identify and resolve NIGO issues before submission to minimize delays. • Order and coordinate paramedical exams, Attending Physician Statements (APS), lab work, and doctor records; proactively follow up to keep cases on track. • Submit applications to carriers and actively manage daily case status across multiple carrier portals and through direct underwriter communication. • Once policies are issued and received, ensure proper scanning to file, policy delivery to the agent, and complete documentation in all internal systems. • Manage cases end-to-end from initial submission through placement, in-force status, and commission payment. • Serve as the primary escalation point for the Life & Annuity team on complex, stalled, or problematic cases requiring senior-level intervention. • Analyze and resolve NIGO issues with precision and urgency, communicating clearly with agents and carriers to obtain outstanding requirements. • Facilitate informal underwriting pre-screening and field underwriting consultations on behalf of agents prior to formal application submission. • Advocate on behalf of agents with carrier underwriters to pursue favorable underwriting decisions, reconsiderations, and appeals where appropriate. • Identify patterns in NIGO or case delays and recommend process improvements or agent education to reduce recurring issues. • Serve as the dedicated liaison for Gordon Marketing's key agent accounts, providing elevated, high-touch support throughout the new business process. • Build and maintain deep, trusted relationships with top-producing agents, carrier case managers, regional sales directors, and underwriters. • Proactively communicate case status updates, requirement notifications, and policy delivery timelines to key account agents. • Monitor key account pipeline health and proactively flag at-risk cases or potential lapse situations to agents and management. • Function as an internal subject matter expert and go-to resource for the Life & Annuity team on complex products, carrier guidelines, and underwriting requirements. • Provide guidance and informal mentorship to junior processors on case handling, carrier communication, and problem resolution. • Attend and participate in carrier training sessions and webinars; share relevant product and underwriting updates with the broader team. • Scour carrier websites for direct-submit life and annuity policy options and communicate findings to team members and management.

• Independently manage a block of business, including renewals, onboarding of new accounts, and benefit changes. • Serve as a primary point of contact for brokers and clients within the life and disability insurance space. • Ensure timely and accurate processing of benefit updates, especially during annual review cycles. • Coordinate add-ons for newly eligible employees and ensure accurate data entry and carrier communication. • Handle a large portfolio of client groups, requiring ongoing follow-up and prompt resolution of requests. • Generate and manage over $1 million in annual revenue through effective client relationship management. • Analyze and manipulate data to support internal reporting and guide client decision-making. • Collaborate cross-functionally to ensure seamless service delivery and issue resolution. • Maintain accurate records and documentation in compliance with company and industry standards.

• Discuss needs with clients and advisors of accounts supported by Crump’s Financial Institutions channel • Manage daily activities and drive sales activity and pending business • Handle incoming calls directly from referral sources • Complete insurance applications and take responsibility for following cases through the underwriting process • Explain to clients and advisors how various insurance products work and describe solutions to meet client needs • Explain the basics of estate planning, business planning, asset leveraging, and insurance planning including handling 1035 exchanges

• Independently perform or coordinate a variety of advanced accounting activities • Coordinate accounting, reporting processes and workflow of other team members • Oversee the complete and accurate maintenance of assigned accounting records and the preparation and compilation of financial reports and information • Assist with GAAP and regulatory reporting for assigned business unit or division and perform other related accounting tasks and analyses • Provide leadership and mentoring for less experienced team members, including the review and approval of work of other team members • Prepare or review journal entries and monitor assigned account activity to accurately record Truist Insurance Holdings’s financial transactions in accordance with GAAP and internal accounting policies • Compile and maintain necessary supporting documentation • Complete or review and approve reconcilements for assigned general ledger accounts in accordance with corporate reconcilement policies and standards • Research and resolve items as necessary • Maintain adequate supporting documentation • Coordinate the design, implementation and documentation of accounting and reporting process workflow and controls for assigned accounts and subsidiary accounting systems (which may include spreadsheets, databases or applications), including reconcilement controls • Recommend control refinements as products, processes, GAAP, regulatory reporting requirements or corporate policies change • Review and update policies and procedures for compliance with governmental regulations and corporate policies and standards • Coordinate development of new accounting processes and procedures as needed • Prepare and interpret more complex reports and analyses related to various aspects of the company’s financial performance, internal control compliance, budget or forecast variances, etc. • Prepare variance analysis reports and explanations for assigned general ledger reports • Respond to inquiries and provide analysis of financial information • Ensure complete data capture and accurate and timely submission of assigned management, regulatory and financial reports and analyses • Maintain corporate and/or subsidiary accounting systems, which may range from simple spreadsheets to more complex databases • Assist in the development and testing of economic models • Maintain a working knowledge of applicable GAAP concepts • Build expertise related to assigned area of responsibility • Coordinate applicable responses for internal or external audits and examinations • Collaborate with Accounting Policy, as applicable, related to responses to external and regulatory requests

Why Saybrus? We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters. Job Summary Job Description DEPARTMENT: JOB TITLE: REPORTS TO: FLSA STATUS: SUMMARY / JOB PURPOSE: This person will be assisting various departments, working closely with the team to conduct research, capture data, attend meetings, and write down minutes of the meetings. This person will be providing help to their supervisors with projects and tasks based on business needs. ESSENTIAL DUTIES AND RESPONSIBILITIES: Fulfill tasks set out by supervisors from several departments. Attend meetings and take minutes. Perform research at a supervisor's request. Update social media platforms and write copy for posts. Create images for social media posts. QUALIFICATIONS: A final year student or recent graduate. Eager to learn and work with various departments in the company. Excellent verbal and written communication skills. Proficiency in Microsoft Office. Ability to multitask. Cope well under pressure. What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

Why Saybrus? We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters. Job Summary Job Description DEPARTMENT: JOB TITLE: REPORTS TO: FLSA STATUS: SUMMARY / JOB PURPOSE: This person will be assisting various departments, working closely with the team to conduct research, capture data, attend meetings, and write down minutes of the meetings. This person will be providing help to their supervisors with projects and tasks based on business needs. ESSENTIAL DUTIES AND RESPONSIBILITIES: Fulfill tasks set out by supervisors from several departments. Attend meetings and take minutes. Perform research at a supervisor's request. Update social media platforms and write copy for posts. Create images for social media posts. QUALIFICATIONS: A final year student or recent graduate. Eager to learn and work with various departments in the company. Excellent verbal and written communication skills. Proficiency in Microsoft Office. Ability to multitask. Cope well under pressure. What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.