• Build and pilot the first acquisition system for FORREST • Turn the brand universe into a measurable and scalable acquisition strategy • Work directly with the founders to define tests, investments, performance measurements, and growth strategies • Build a 90-day digital acquisition plan for the launch • Define the right channel mix including Meta Ads, Google Search, Google Shopping, Performance Max, retargeting, CRM, newsletter, content and collaborations • Structure the acquisition funnel from traffic to conversion • Identify and test relevant creative angles for FORREST • Work with creative teams to brief and evaluate performance assets • Coordinate media buying, CRM, tracking and creative specialists • Set up a reporting system • Analyse CAC, ROAS, conversion rate, average order value, cost per lead, email sign-ups and margin impact • Recommend budget allocation and scaling decisions • Help improve the e-commerce journey including landing pages, product pages, storytelling, checkout and post-purchase flows • Translate learnings into weekly decisions

• Own 3–5 paid channels end-to-end — launch, scale, and optimize campaigns to hit subscriber and ROI goals. • Manage bidding, budgets, and audience targeting, adjusting strategy as performance and platform conditions shift. • Assess and test new channels, partners, and ad formats — always asking what the next big channel for us could be. • Make decisions on a lifetime-value basis, not just front-end cost — LTV-based thinking is core to how this role operates. • Understand how each channel feeds the broader subscription funnel • Bring testing ideas across the full funnel — copy, product, offers, instant-upgrade flows, pricing — not just inside the ad platform. • Use data rigorously to identify opportunities others miss, and translate them into action. • Lead creative generation for your channels — a wide variety of ads, formats, and angles. • Test into what works and iterate quickly; comfortable writing and testing your own ad copy • Be highly data fluent — measure and analyze performance across channels and surface actionable insight. • Understand our tools and data flow well enough to spot when something isn’t tracking or behaving as expected. • Run rigorous, well-structured tests with a relentless drive to beat the control. • Use AI tools daily across creative generation, copywriting, data analysis, and more to move faster and test more. • Partner with our tech team to build and improve AI workflows and automations for your channels as they automate parts of channel management. • Bring a point of view on where AI can take on routine execution and where human judgment still wins, and help us draw that line as the tooling matures. • Stay current on AI capabilities relevant to paid media, creative, and analytics, and bring the best of it back to the team.

Role Description The Principal Underwriter is instrumental in positioning Gallagher as a leader in the insurance industry by driving meaningful differentiation through the implementation of innovative underwriting practices and reinsurance expertise. This strategic approach will enable Gallagher to attract and retain top-tier Blue Chip Advisors while fostering growth and increasing revenue with existing advisor relationships. - Analyze and present complex, high-value cases to top-tier insurance carriers to secure priority consideration, while leading escalation negotiations to achieve optimal outcomes. - Drive the implementation of innovative underwriting initiatives, including the RGA Proprietary Underwriting Platform and Exclusive Underwriting Events, to enhance differentiation and business growth. - Represent Gallagher as an industry leader by participating in recruiting events, webinars, and blueprinting meetings, showcasing underwriting expertise and organizational capabilities. - Review medical records and prepare case summaries for carrier presentations to achieve the most favorable underwriting results, while consulting with producers, clients, and stakeholders to explain assessments, address concerns, and ensure case readiness. - Collaborate with the sales leadership team to understand the overall goals, strategies, and challenges of the sales department, ensuring that underwriting resources are utilized effectively to support sales objectives and maximize revenue opportunities. - Partner with the Director of Operations to streamline workflows, defining roles and responsibilities across the team. Set guidelines for access to underwriters and train Case Managers to manage impaired-risk cases, lower face amounts, and draft Quick Quote summaries. - Spearhead the integration of artificial intelligence to enhance underwriting efficiency and effectiveness, ensuring alignment with Gallagher’s strategic objectives. Qualifications - 10+ years progressive experience in underwriting, reinsurance, or brokerage with emphasis on life and annuity products. - Proven success managing high-value, complex cases and leading carrier negotiations/escalations. - Experience leading underwriting initiatives and improving/streamlining workflows. - Expert knowledge of life insurance and annuity underwriting guidelines and best practices, including impaired-risk assessment and case structuring. - Strong understanding of reinsurance programs and experience with proprietary underwriting platforms (e.g., RGA Proprietary Underwriting Platform). - Knowledge of insurance industry trends, carrier strategies, and regulatory compliance related to life insurance underwriting. - Understanding of sales processes and relationship management to align underwriting support with sales goals. - Strategic, analytical problem-solver able to navigate complex cases and develop innovative underwriting solutions. - Ability to mentor, train, and develop team members while improving process efficiency. - Highly organized with the ability to manage multiple high-stakes priorities simultaneously. - Strong interpersonal and communication skills to collaborate with clients, producers, sales teams, and carrier representatives. - Able to present complex information clearly and persuasively to internal and external stakeholders. - Leadership presence to represent Gallagher at industry events, webinars, and meetings. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance - 401(K) and Roth options - Tax-advantaged accounts (HSA, FSA) - Educational expense reimbursement - Paid parental leave - Digital mental health services (Talkspace) - Flexible work hours (availability varies by office and job function) - Training programs - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing - Charitable matching gift program - And more...

• Own the full revenue funnel and its P&L from acquisition to repeat payments — accountable to ROAS LT0/LT7/LT30 targets and blended payback • Develop and execute the revenue growth strategy across paid traffic (mobile + web), product growth, and monetization, owning channel mix, budget allocation, and scaling decisions • Generate, prioritize, and validate growth and monetization hypotheses with Product and Tech, driving prioritization of Product Owner backlogs for growth work • Lead A/B and multivariate testing across onboarding, activation, paywalls/coin-packs, and pricing • Own unit economics (CAC, LTV, ARPU, ARPPU, ROAS, payback) and the cohort LTV model; ensure scalable, margin-aware growth given streamer revshare • Partner with Payments and Risk to maximize payment conversion and approval rates, and expand margin-accretive web/direct billing • Build revenue dashboards and a single source of truth for performance metrics, with shared metric definitions and transparency across teams