📌 Core Information
🔹 Job Title: Marketing Manager
🔹 Company: AmeriLife
🔹 Location: Clearwater, FL (Remote)
🔹 Job Type: Full-Time
🔹 Category: Marketing
🔹 Date Posted: May 9, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: On-site (with potential flexibility)
🚀 Job Overview
Key aspects of this role include:
- Developing and executing strategic marketing plans for premium financing solutions targeting high-net-worth clients.
- Collaborating with account management teams to create customized marketing strategies for non-traditional firms and larger, high-margin cases.
- Managing and optimizing digital marketing, content creation, and campaign management to generate leads and strengthen brand awareness.
- Building relationships with key influencers within the trusted advisor community to grow engagement with all platforms.
- Tracking marketing performance metrics and preparing reports to measure campaign success and return on investment.
ASSUMPTION: This role requires a high level of strategic thinking, project management, and relationship-building skills. It is ideal for a seasoned marketing professional with experience in financial services or wealth management.
📋 Key Responsibilities
✅ Develop and execute strategic marketing plans to promote platforms, with a focus on high-net-worth and ultra-high-net-worth clients.
✅ Collaborate with account management teams to create customized marketing strategies for non-traditional firms and larger, high-margin cases.
✅ Manage and optimize digital marketing, content creation, and campaign management to generate leads and strengthen brand awareness.
✅ Work with internal teams and external partners to create marketing materials, case studies, and thought leadership pieces tailored to trusted advisors.
✅ Identify and develop relationships with key influencers within the trusted advisor community to grow engagement with all platforms.
✅ Track marketing performance metrics and prepare reports to measure campaign success and return on investment.
ASSUMPTION: This role involves a high degree of cross-functional collaboration and requires strong communication and project management skills.
🎯 Required Qualifications
Education: Bachelor’s degree in Marketing, Business, or a related field required. Master’s degree in Marketing or an MBA is a plus.
Experience: 10+ years of relevant marketing experience, ideally in financial services, wealth management, or premium financing sectors.
Required Skills:
- Proven experience in account management, marketing strategy development, and execution in a B2B environment.
- Strong understanding of marketing to high-net-worth individuals and trusted advisors.
- Exceptional project management skills with the ability to handle multiple priorities in a fast-paced environment.
- Excellent communication, presentation, and relationship-building skills.
- Ability to collaborate cross-functionally and with external partners to execute initiatives effectively.
- Familiarity with digital marketing tools, CRM systems, and data analysis.
Preferred Skills:
- Previous experience in the life insurance or premium financing industries.
- Experience in working with ultra-high-net-worth clients or sophisticated financial planning solutions.
ASSUMPTION: While not explicitly stated, proficiency in English is required for this role due to the nature of the industry and the need to communicate effectively with clients and partners.
💰 Compensation & Benefits
Salary Range: Based on industry standards for a Marketing Manager with 10+ years of experience in the financial services sector, the estimated salary range is $120,000 - $160,000 per year. This is an estimate and the actual salary may vary based on factors such as performance, experience, and company policy.
Benefits:
- Health, dental, and vision insurance
- 401(k) plan with company match
- Life and disability insurance
- Paid time off (vacation, sick, and holidays)
- Employee assistance program
Working Hours: Full-time position with standard business hours, Monday through Friday, 8:30 AM to 5:00 PM. However, flexibility may be available based on the company's remote work policy.
ASSUMPTION: AmeriLife offers competitive benefits packages for their employees, and the salary range provided is an estimate based on industry standards and the experience level required for this role.
📌 Applicant Insights
🔍 Company Context
Industry: AmeriLife operates in the insurance industry, specifically focusing on senior market, Medicare, final expense, hospital indemnity, Medicare Advantage, Medicare Supplement, life insurance, annuities, retirement planning, and wealth management.
Company Size: AmeriLife is a mid-sized company with 1,001-5,000 employees, providing a supportive and collaborative work environment.
Founded: AmeriLife was founded in 1971 and has since grown to become a recognized leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions.
Company Description:
- AmeriLife is committed to providing insurance and retirement solutions to help people live longer, healthier lives.
- The company partners with top insurance carriers to provide value and quality to customers served through a distribution network of over 300,000 insurance agents and financial professionals and more than 100 marketing organizations and insurance agency locations nationwide.
- AmeriLife's strength lies in its mission, which drives its success in the insurance industry.
Company Specialties:
- Senior Market
- Medicare
- Final Expense
- Hospital Indemnity
- Medicare Advantage
- Medicare Supplement
- Life Insurance
- Annuities
- Retirement Planning
- Wealth Management
- Insurance Distribution
- Insurance Marketing
Company Website: http://www.amerilife.com
ASSUMPTION: AmeriLife's focus on providing insurance and retirement solutions to enhance the lives of pre-retirees and retirees makes it an attractive employer for individuals passionate about helping others and committed to their personal and professional growth.
📊 Role Analysis
Career Level: This role is a senior-level position that requires a high degree of experience and expertise in marketing, particularly within the financial services sector.
Reporting Structure: The Marketing Manager will report directly to the Head of Marketing or a similar senior-level position within the organization. They will work closely with account management teams, sales teams, and trusted advisors to implement marketing strategies and achieve business growth.
Work Arrangement: This role is primarily on-site, with the potential for flexibility based on the company's remote work policy. The Marketing Manager will be expected to work on-site at the company's headquarters in Clearwater, FL, but may have the opportunity to work remotely on a case-by-case basis.
Growth Opportunities:
- As a senior-level position, this role offers opportunities for career advancement within the marketing department or the organization as a whole.
- Working with high-net-worth clients and trusted advisors provides exposure to sophisticated financial planning solutions and premium financing strategies, which can enhance the individual's skill set and industry knowledge.
- The Marketing Manager will have the opportunity to lead and execute marketing strategies for a new initiative, contributing to the company's overall success and growth.
ASSUMPTION: This role offers significant growth opportunities for the right candidate, including exposure to high-net-worth clients, trusted advisors, and sophisticated financial planning solutions, as well as the chance to lead and execute marketing strategies for a new initiative.
🌍 Location & Work Environment
Office Type: AmeriLife's headquarters is a corporate office environment, providing a professional and collaborative work setting for employees.
Office Location(s): 2650 McCormick Drive, Clearwater, FL 33759, US
Geographic Context:
- Clearwater, FL, is located in the Tampa Bay area, offering a subtropical climate, beautiful beaches, and a variety of cultural and recreational activities.
- The area is known for its strong job market and diverse industries, providing ample opportunities for professional growth and networking.
- Clearwater is easily accessible by major highways and is served by Tampa International Airport, making it convenient for both local and out-of-town employees.
Work Schedule: The Marketing Manager will be expected to work standard business hours, Monday through Friday, 8:30 AM to 5:00 PM. However, flexibility may be available based on the company's remote work policy and the needs of the role.
ASSUMPTION: AmeriLife's headquarters in Clearwater, FL, offers a professional and collaborative work environment, with easy access to major highways and Tampa International Airport. The subtropical climate and variety of cultural and recreational activities make it an attractive location for employees.
💼 Interview & Application Insights
Typical Process:
- Online application and resume submission
- Phone or video screening with the HR department
- In-depth interview with the hiring manager or a panel of interviewers
- Final interview with senior leadership
- Background check and offer extension
Key Assessment Areas:
- Marketing strategy and execution
- Project management skills
- Communication and presentation skills
- Relationship-building and collaboration
- Industry knowledge and understanding of high-net-worth clients
Application Tips:
- Tailor your resume and cover letter to highlight your marketing experience, particularly in the financial services sector, and your ability to work with high-net-worth clients and trusted advisors.
- Prepare examples of successful marketing campaigns you have led or contributed to, focusing on results and return on investment.
- Demonstrate your understanding of the premium financing industry and your ability to develop and execute strategic marketing plans.
ATS Keywords: Marketing Strategy, Account Management, Digital Marketing, Content Creation, Campaign Management, Relationship Building, Project Management, Data Analysis, Collaboration, Communication, Presentation Skills, Lead Generation, Brand Awareness, Wealth Management, Financial Planning, High-Net-Worth Marketing
ASSUMPTION: AmeriLife's interview process is designed to assess the candidate's marketing skills, industry knowledge, and ability to work with high-net-worth clients and trusted advisors. Applicants should tailor their resumes and prepare for interviews by focusing on their relevant experience and understanding of the premium financing industry.
🛠️ Tools & Technologies
- CRM software (e.g., Salesforce, HubSpot)
- Marketing automation tools (e.g., Marketo, Pardot)
- Social media management platforms (e.g., Hootsuite, Buffer)
- Project management tools (e.g., Asana, Trello)
- Data analysis tools (e.g., Google Analytics, Tableau)
ASSUMPTION: AmeriLife uses industry-standard marketing and project management tools to streamline workflows and improve collaboration among team members.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Customer Focus
- Collaboration
- Innovation
- Accountability
Work Style:
- Results-driven
- Collaborative
- Adaptable
- Strategic
- Analytical
Self-Assessment Questions:
- Do you have a proven track record of developing and executing successful marketing strategies in the financial services sector?
- Are you comfortable working with high-net-worth clients and trusted advisors, and do you have a strong understanding of their unique needs and preferences?
- Can you thrive in a fast-paced, collaborative environment and manage multiple priorities effectively?
ASSUMPTION: AmeriLife values employees who are results-driven, collaborative, adaptable, strategic, and analytical. Candidates should assess their fit with the company's values and work style before applying.
⚠️ Potential Challenges
- The role requires a high degree of strategic thinking and project management, which can be challenging for candidates without extensive experience in marketing, particularly within the financial services sector.
- Working with high-net-worth clients and trusted advisors may require a unique set of skills and understanding of their specific needs and preferences.
- The role may involve travel to meet with clients and partners, which could be a challenge for candidates who prefer a strictly remote work arrangement.
- The Clearwater, FL, area may have a competitive job market, making it more challenging for candidates to find suitable housing or commute to work.
ASSUMPTION: While this role offers many opportunities for growth and success, candidates should be aware of the potential challenges and ensure they have the necessary skills and experience to thrive in this environment.
📈 Similar Roles Comparison
- Compared to other marketing roles in the financial services sector, this position focuses more on premium financing solutions for high-net-worth clients and less on mass-market products or services.
- The role requires a higher level of industry-specific knowledge and experience, as well as a strong understanding of high-net-worth clients and trusted advisors.
- Career progression in this role may involve moving into senior marketing leadership positions within the organization or transitioning into a similar role at another company focusing on premium financing solutions.
ASSUMPTION: This role is unique in its focus on premium financing solutions for high-net-worth clients and requires a higher level of industry-specific knowledge and experience than similar marketing roles in the financial services sector.
📝 Sample Projects
- Developing and executing a marketing campaign to promote a new premium financing solution for ultra-high-net-worth clients
- Creating a thought leadership piece on the benefits of premium financing for high-net-worth clients, in collaboration with trusted advisors and industry experts
- Analyzing marketing performance metrics to optimize campaign effectiveness and return on investment for a specific platform or product
ASSUMPTION: These sample projects are intended to illustrate the types of initiatives the Marketing Manager may be responsible for leading or contributing to, focusing on strategic marketing, relationship-building, and data-driven decision-making.
❓ Key Questions to Ask During Interview
- Can you describe the company's long-term vision for the premium financing initiative, and how this role contributes to its success?
- How does AmeriLife support the professional development and growth of its marketing team members?
- What is the typical career path for a Marketing Manager at AmeriLife, and what opportunities exist for advancement within the organization?
- How does AmeriLife collaborate with trusted advisors and industry partners to enhance the client experience and drive business growth?
- What is the company's approach to work-life balance, and how does it support employees' personal and professional growth?
ASSUMPTION: These key questions are designed to help candidates better understand the company's long-term vision, culture, and approach to employee development and growth, as well as the specific requirements and expectations of the Marketing Manager role.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your marketing experience, particularly in the financial services sector, and your ability to work with high-net-worth clients and trusted advisors.
- Prepare examples of successful marketing campaigns you have led or contributed to, focusing on results and return on investment.
- Demonstrate your understanding of the premium financing industry and your ability to develop and execute strategic marketing plans.
- Follow up with the HR department one week after submitting your application to confirm receipt and inquire about the status of your application.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
