• Own client accounts and serve as the primary point of contact • Run bi-weekly client calls to review performance, discuss strategy, and align on next steps • Send bi-weekly performance reports 24 hours before scheduled calls • Build trust and relationships that drive renewals and referrals • Build, launch, and optimize Meta advertising campaigns focused on lead generation and appointment booking • Manage campaign budgets, audience targeting, bid strategies, and creative testing • Monitor daily performance and make adjustments to hit cost per appointment targets • Troubleshoot underperforming campaigns and develop intervention strategies • Write ad copy and video sales letter scripts for financial services audiences • Develop hooks, angles, and messaging variations for testing • Collaborate with video editors on creative production • Use AI tools to accelerate copywriting while maintaining quality • Set up tracking, pixels, and conversion events • Configure Calendly integrations, Zapier automations, and lead routing • Troubleshoot technical issues between ad platforms and client systems

**About Clients Blackbox** Clients Blackbox is a performance marketing agency that specializes in Meta advertising for Registered Investment Advisors. We help financial advisors grow their practices by generating qualified appointments with high-net-worth prospects. Our proven video sales letter methodology has generated over $45 billion in AUM pipeline for financial advisors across the country. We operate with a performance-first mindset. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the math work for their practice. When we hit these metrics, everyone wins. We're going through a massive growth period and looking for a Senior Paid Media Strategist (aka Financial Advisor Marketing Specialist) who owns their accounts end to end. **The Opportunity** This is not an execution-only role. You will own a portfolio of client accounts, running bi-weekly calls, managing campaign performance, writing ad copy, and being the primary point of contact for your clients. You are the strategist and the doer. If you want to hide behind a project manager and just push buttons in Ads Manager, this is not the role for you. You'll report to the Associate Director of Operations and have direct responsibility for client retention and results. **Role and Responsibilities** *Client Ownership* - Own client accounts and serve as the primary point of contact - Run bi-weekly client calls to review performance, discuss strategy, and align on next steps - Send bi-weekly performance reports 24 hours before scheduled calls - Build trust and relationships that drive renewals and referrals *Paid Media Execution* - Build, launch, and optimize Meta advertising campaigns focused on lead generation and appointment booking - Manage campaign budgets, audience targeting, bid strategies, and creative testing - Monitor daily performance and make adjustments to hit cost per appointment targets - Troubleshoot underperforming campaigns and develop intervention strategies *Copy and Creative Strategy* - Write ad copy and video sales letter scripts for financial services audiences - Develop hooks, angles, and messaging variations for testing - Collaborate with video editors on creative production - Use AI tools to accelerate copywriting while maintaining quality *Technical Setup* - Set up tracking, pixels, and conversion events - Configure Calendly integrations, Zapier automations, and lead routing - Troubleshoot technical issues between ad platforms and client systems

• Invoices & Payment Processing – create and send invoices, prepare bank transfers, and monitor incoming payments. • Numbers & KPIs – maintain key metrics, produce reports and small analyses to support our management control. • Accounts Receivable – monitor open items, ensure payment terms are met, and coordinate the dunning process. • Process Optimization – review, improve, and document finance workflows. • Email Communication – friendly, professional correspondence with our tax advisor, the team, and external partners. • Payroll – collect payroll data and prepare it for our tax advisor.

Role Description The Senior Underwriter provides mortality and financial risk assessment of individual insurance for life, critical illness, and disability product lines. The position works closely with captive advisors and brokers, assesses medical and non-medical information, providing support and issue resolution. The role also provides guidance to less experienced underwriters or other new business staff and participates in product, policy, and process improvements. How you will create impact: - Utilizing individual insurance product knowledge and procedures/guidelines to assess complex applications and policy changes with various medical and non-medical risks. - Understanding and determining reinsurance impact on mortality risk, determining the need to refer the case to a higher authority (Senior Underwriting consultants, Team Leads, Medical Director, and Manager). - Use judgement to make high-level decisions in accordance with our Company’s guidelines, procedures, and time standards in a cost-effective manner. - Compiling an electronic summary of underwriting requirements for each client for each product line on the Phoenix system, which feeds information to the Life Pages displaying requirements for Advisors. - Working with Distribution Management staff on complex cases and on training issues related to the field. - Supporting advisors in their pursuit of compensation goals, club validation, etc., by ensuring that their business is processed accurately and promptly during sales contest and cut-off periods. - Identifying needs to deviate from procedure(s) or to explore alternate means of obtaining information needed to underwrite and provide recommendation for referral to Chief Underwriter. How you will succeed: - You influence change and are committed to continuous improvement, in order to exceed client expectations. - You leverage critical thinking skills to identify problems and proactively propose solutions. - Your strong communication skills allow you to clearly convey messages. - You’re an effective team player who shares knowledge to support your peers. Qualifications - 2+ years of working experience in individual underwriting. - Post-secondary degree in nursing or kinesiology. - Completed or working towards Fellow, Academy of Life Underwriting (FALU) or Academy of Life Underwriting (FLMI) designation. - Demonstrated decision making, communication, and interpersonal skills. - Treated all confidential material with a high level of integrity. - Effectiveness and efficiency of resource management in achieving results while maintaining consistently high levels of quality, accuracy, and timeliness, as well as continuously striving to improve processes, reporting, and service levels. Requirements - Strict confidentiality with respect to client’s medical history, financial status, and other personal information. Benefits - Training and development opportunities to grow your career. - Flexible work options and paid time off to support your personal and family needs. - A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture. - Paid volunteer days to give back to your community. - A comprehensive total rewards package, including competitive salary, bonus, pension, and benefits. - Expected salary range $60,574 - $100,956. - Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.