AmeriLife

• Build, grow, and deepen relationships with independent agents and financial advisors through disciplined recruiting and business development • Identify and engage life insurance–friendly, forward‑leaning producers aligned with advanced planning strategies • Partner with advisors to position and implement life insurance solutions for their clients • Serve as a consultative resource for planning concepts, case design, and strategy positioning • Maintain a structured approach to pipeline management, activity tracking, and follow‑up • Collaborate with internal teams to drive cases from concept through placement

Role Description Provide life insurance producers with specific advanced planning and illustration support to generate life insurance sales. This includes, but is not limited to: - Understanding advanced estate and business planning concepts - Case design - Developing advanced planning marketing tools - Presenting planning concepts Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time: - Advanced sales case design - Advanced case research and development - Ability to fully understand client life needs – income protection, estate planning, replacement - Review available approved products per wirehouse and select carriers, products, and design that are best for the client - Creation of advanced sales marketing tools - Preparation of sales presentation, including obtaining compliance approval from financial institution - Act as a liaison between financial institutions, agents and carrier home offices to facilitate sales - Support the sale of carrier specific and Crump proprietary advanced sales deliverables - Maintain in-depth knowledge of approved carriers & products by financial institution, including new products, product changes, transitions, repricing, limitations, riders, etc. - Effectively communicate on a regular basis with sales team, carrier wholesalers, internal sales desks, and case managers, to ensure open communication on product changes, etc. Qualifications - Effective interpersonal and written communication skills - Ability to provide excellent customer service to both internal and external customers - Effective time management skills - Ability to prioritize and accomplish multiple tasks simultaneously - Capable of working independently as well as in a team environment - Ability to work in a self-directed fashion - Experience with PCs in a Windows environment - Demonstrated proficiency in basic computer applications such as Microsoft Office software products - Ability to analyze problems and develop solutions - Ability to communicate with individuals at all levels of the organization - Bachelor's degree or equivalent education, training and work-related experience - Experience with advanced case design, research and complex cases - Experience creating marketing tools to drive sales - Solid understanding of various tax and legal rules, as it pertains to life insurance - Excellent writing and technical research skills - Exceptional organizational skills - Knowledge of carrier life products, specific advanced sales concepts and illustration software Requirements - Professional designation (CLU, CFP, ChFC, CPA, or related practices including law) - Insurance brokerage experience Benefits - A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

• This person grows their assigned agency and manage local staff to address the business objectives of the company. • The Managing Director coaches and develops agents to meet the insurance needs of policyholders and clients with appropriate and suitable products. • The position supports agents to maximize their professional growth and revenue generating opportunities. • Functions as the primary liaison between the Home Office and assigned (independent) sales agents. • He or she recruits and develops agents. • Increases agency’s growth, effectiveness and production by recruiting, selecting, orienting, training, coaching, counseling insurance agents; communicating values, strategies, and objectives. • Accomplishes agency objectives by recommending business plans, budgets, and result measurements. • Generates new business by identifying and addressing opportunities in the local market. • Develops and maintains good and compliant working relationships with clients, insurance carriers, regulatory agencies, assigned agents and co-workers. • Increases profitability of proprietary product lines by encouraging agents to consider these products when they meet the needs of clients. • Ensures trust and credibility with clients by maintaining detailed knowledge of current market conditions, compliant business practices and full understand of available product solutions. • Builds company image by collaborating with customers, community organizations, and others; enforcing ethical business practices. • Directs and coordinates agency’s financial and budget activities to manage operations and maximize growth and efficiency. • Meets required growth and sales objectives.

Role Description The Strategic Account Coordinator is responsible for supporting the growth, development, and execution of TruChoice’s strategic partnerships. This role serves as a key liaison between sales leadership, carrier partners, and internal stakeholders to drive strategic initiatives, partnership growth, marketing plans, and business development opportunities. This role will also ensure seamless communication between internal and external partners while executing strategic initiatives that drive wholesaler, advisor, and carrier partner satisfaction, retention, and growth. Responsibilities and Essential Job Functions - Support the development and execution of annual business plans for carriers and broker-dealer partners - Assist in identifying growth opportunities within existing strategic relationships - Coordinate ongoing communication between TruChoice leadership and partners - Maintain awareness of partner priorities, initiatives, product changes, and organizational changes - Lead project management efforts for strategic initiatives involving carriers, broker-dealers, and internal departments - Develop timelines, track deliverables, and ensure accountability across stakeholders - Coordinate cross-functional projects involving sales, marketing, product, operations, and finance teams - Prepare executive summaries, status updates, and action plans for leadership review - Conduct research on industry trends and competitor activities to support strategic planning - Analyze sales, engagement, and partnership data - Develop reports and dashboards to support strategic decision making - Track effectiveness of marketing and partnership initiatives Qualifications - Strong understanding of financial services distribution channels, including insurance carriers, broker-dealers, RIAs, and advisor relationships - Ability to understand sales strategies, marketing initiatives, and business development objectives - Strong project management and organizational skills - Ability to translate strategic initiatives into actionable plans - Strong business acumen and analytical capabilities - Ability to build relationships with senior leaders and external partners Requirements - Bachelor’s degree in business, marketing, insurance, or a related field preferred - Minimum 3+ years of experience within financial services, insurance distribution, wholesaling, strategic accounts, or business development roles preferred - Experience working with insurance carriers, IMOs, broker-dealers, RIAs, or advisor-facing organizations strongly preferred - Experience supporting sales organizations, strategic partnerships, or marketing initiatives preferred Benefits - A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

• Develop existing and new business relationships • Sources potential new business deals through prospecting activities • Closes new business deals by coordinating the requirements for each case with our underwriting operations team, principals, advisor, carrier and lender partners • Coordinates various financial and insurance underwriting issues. • Develop one on one relationships with selected firm clients and their advisors along with selected firm contacts. • Work closely with firm’s illustration team • Utilize firm’s CRM to manage all workflows and case notes. • Maintain and enhance firm’s reputation as a, “Can-Do” organization and the leader in our industry. • Assist in the firm’s marketing efforts with emphasis on webinars and group meetings. • Attend periodic off-site networking events and conferences • Accept ownership of all aspects of an assigned client.

• Engage with inbound clients and financial advisors • Conduct thorough needs analysis to identify coverage gaps and financial goals • Recommend and sell life, long-term care, and disability insurance solutions • Deliver a high-quality, consultative client experience via phone and virtual channels • Partner with financial advisors and referral sources on client cases • Explain product options, strategies, and planning concepts clearly • Provide guidance on estate, business, and insurance planning fundamentals • Maintain knowledge of term, whole life, UL, VUL, LTC, and DI products • Educate clients and advisors on product features and benefits • Assist with advanced concepts such as coverage design, 1035 exchanges, and needs analysis • Contribute ideas to improve sales processes and marketing effectiveness • Participate in ongoing training

• Promote and sell company annuity products using consultative and suggestive sales techniques to meet or exceed individual and team profitability and recruiting goals. • Maintain strong knowledge of company products and identify creative ways to market products to producers using advanced marketing concepts. • Provide producers with product information, quotations, licensing guidance, and materials needed to write business. • Demonstrate detailed understanding of annuities, life insurance, and applicable tax code as it relates to the industry. • Introduce producers to value-added programs and clearly communicate program benefits. • Identify, develop, and maintain contact with potential and existing producers. • Maintain and update producer information in the appropriate database systems. • Follow up with producers on product quotes, materials sent, and new business received. • Identify and help resolve producer issues by coordinating with appropriate internal partners. • Provide producers with responsive support and problem-solving assistance across all areas of the business.

• Manage the end-to-end project lifecycle for large and complex projects involving multiple teams and stakeholders, ensuring milestones are met and delivered on time and within budget. • Develop and maintain integrated project plans across data engineering, analytics, and platform teams. • Serve as the single point of contact for delivery status for stakeholders and leadership, communicating timelines and risks and aligning stakeholders on delivery expectations. • Manage scope, schedule, budget, and quality for multiple concurrent projects. • Identify and manage cross-team and external dependencies (data platforms, source systems, vendors, etc.). • Proactively manage risks, assumptions, issues, and decisions (RAID), partnering with delivery teams to minimize impact. • Track delivery performance of project teams and measure realized business outcomes post project delivery. • Promote accountability, collaboration, and continuous improvement across project teams.

• Lead the development and execution of integrated marketing campaigns across digital and print channels • Partner with sales and channel leadership to identify opportunities that drive advisor engagement and revenue growth • Create clear, compelling messaging that simplifies complex life insurance and annuity concepts for advisors and clients • Develop and deliver marketing content including brochures, sales collateral, presentations, email campaigns, social media, web content, and case studies • Track campaign performance, lead generation and results to ensure effectiveness and opportunities for improvement • Manage projects end-to-end, ensuring timelines, quality, and compliance requirements are consistently met • Support product or initiative launches with positioning, messaging, and go-to-market strategies • Collaborate cross-functionally with internal stakeholders and external partners to deliver high-quality marketing programs that align with partner goals and requirements • Work closely with compliance teams to ensure all communications meet regulatory standards • Develop targeted strategies for key distribution partners, market segments, and focus firms • Contribute to advisor and internal training initiatives through marketing and educational content

• Support Marketing Reporting and Data Management • Assist with the preparation and maintenance of recurring marketing reports by gathering, organizing, and updating data within standardized templates • Ensure consistency and accuracy across reporting outputs and support tracking of campaign and project activity • Maintain Data Quality and Organization • Clean, format, and organize datasets including contact lists, campaign exports, and internal trackers • Maintain file organization, naming conventions, and shared folders to ensure accessibility and consistency across the team • Assist with Marketing Operations and Workflow Tracking • Support day-to-day operational processes by logging incoming requests, updating project trackers, and helping maintain visibility into project status and workload • Contribute to improving organization and efficiency across the team • Provide Quality Control and Compliance Support • Support the reapproval process for sunset marketing materials by identifying expiring assets, initiating resubmission workflows, and coordinating updates to ensure all content remains compliant with current regulatory and internal standards • Support Content and Asset Management • Organize marketing assets and maintain version control across shared platforms • Assist with uploading, tagging, and maintaining content libraries used by the marketing team • Assist with Process Documentation and Operational Efficiency • Document repeatable tasks and workflows to support consistency and scalability • Help create simple guides and checklists that improve efficiency and reduce manual effort across the team • Develop Under Marketing Leadership • Receive guidance and mentorship from marketing leadership and team members, gaining exposure to marketing within a regulated financial services environment including annuities, life, and broker-dealer channels • Build Foundational Business and Analytical Skills • Develop skills in data management, reporting, process discipline, and operational execution • Gain an understanding of how accurate data and reporting support marketing performance and business decision-making