📌 Core Information
🔹 Job Title: Marketing Manager
🔹 Company: AmeriLife
🔹 Location: Newport Beach, California, United States
🔹 Job Type: Full-Time
🔹 Category: Marketing
🔹 Date Posted: April 3, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: On-site
🚀 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 managers and sales teams to implement sophisticated planning solutions for enhancing client relationships and acquiring new business.
- Managing and optimizing digital marketing, content creation, and campaign management to generate leads and strengthen brand awareness.
- Identifying and developing 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 to succeed in a fast-paced, B2B environment.
📋 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 mix of strategic planning, tactical execution, and relationship-building, requiring strong organizational skills and the ability to manage multiple priorities.
🎯 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: Candidates with a strong background in B2B marketing, particularly in the financial services sector, will be best suited for this role.
💰 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 estimate takes into account the location in Newport Beach, California, and the company size (1,001-5,000 employees).
Benefits:
- Health, dental, and vision insurance
- 401(k) plan with company match
- Paid time off (vacation, sick, and holidays)
- Employee assistance program
- Tuition reimbursement
Working Hours: Full-time position with standard business hours (Monday-Friday, 8:30 AM - 5:00 PM PST), with flexibility for occasional remote work.
ASSUMPTION: The salary range provided is an estimate based on market data and may vary depending on the candidate's specific qualifications and experience.
📌 Applicant Insights
🔍 Company Context
Industry: AmeriLife operates in the insurance industry, focusing on senior market, Medicare, final expense, hospital indemnity, Medicare Advantage, Medicare Supplement, life insurance, annuities, retirement planning, wealth management, and insurance distribution and marketing.
Company Size: AmeriLife is a mid-sized company with 1,001-5,000 employees, providing ample opportunities for career growth and collaboration.
Founded: AmeriLife was founded in 1971 and has since grown to become a leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions.
Company Description:
- AmeriLife’s strength is its mission: to provide 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 is committed to helping people live longer, healthier lives by offering a wide range of insurance and retirement solutions tailored to the needs of pre-retirees and retirees.
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 extensive experience and commitment to its mission make it an attractive employer for candidates seeking to make a positive impact in the insurance industry.
📊 Role Analysis
Career Level: This role is suitable for an experienced marketing professional seeking to advance their career in the financial services sector. The position offers opportunities for growth and leadership within the marketing department.
Reporting Structure: The Marketing Manager will report directly to the Vice President of Marketing and work closely with account management teams, sales teams, and external partners.
Work Arrangement: This is an on-site position based in Newport Beach, California, with flexibility for occasional remote work.
Growth Opportunities:
- Expanding the marketing team and taking on additional responsibilities as the initiative grows.
- Developing expertise in premium financing solutions and becoming a thought leader in the industry.
- Advancing to a leadership role within the marketing department or the broader organization.
ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to expand their skills, take on additional responsibilities, and advance their career within the company.
🌍 Location & Work Environment
Office Type: AmeriLife's Newport Beach office is a modern, professional environment with collaborative workspaces and amenities to support employee productivity and comfort.
Office Location(s): 2650 McCormick Drive, Clearwater, FL 33759, US (headquarters); 4000 MacArthur Blvd, Suite 600, Newport Beach, CA 92660, US (Newport Beach office)
Geographic Context:
- Newport Beach is a coastal city in Orange County, California, known for its beaches, parks, and high-end shopping and dining options.
- The city offers a pleasant Mediterranean climate, with mild winters and warm summers, making it an attractive place to live and work.
- Newport Beach is conveniently located near major transportation hubs, including John Wayne Airport (SNA) and the Interstate 405 freeway.
Work Schedule: Standard business hours (Monday-Friday, 8:30 AM - 5:00 PM PST) with flexibility for occasional remote work.
ASSUMPTION: The Newport Beach office provides a professional and collaborative work environment, with easy access to amenities and transportation options.
💼 Interview & Application Insights
Typical Process:
- Initial phone or video screening to assess qualifications and cultural fit.
- In-depth behavioral interview to discuss past experiences, achievements, and problem-solving skills.
- Final interview with the hiring manager to discuss the role's specifics and next steps.
Key Assessment Areas:
- Strategic thinking and planning skills
- Project management and organizational skills
- Relationship-building and communication skills
- Industry knowledge and understanding of high-net-worth clients
Application Tips:
- Tailor your resume and cover letter to highlight relevant marketing experience, particularly in B2B environments and the financial services sector.
- Prepare examples of successful marketing campaigns or projects you've led, focusing on strategy, execution, and results.
- Research AmeriLife's mission and values to demonstrate your alignment with the company's goals and culture.
ATS Keywords: Marketing Strategy, Account Management, Digital Marketing, Content Creation, Campaign Management, Project Management, Communication, Presentation Skills, Relationship Building, Collaboration, Data Analysis, Wealth Management, Client Engagement, Lead Generation, Thought Leadership, Performance Metrics
ASSUMPTION: AmeriLife's interview process is designed to assess candidates' skills, experiences, and cultural fit, with a focus on strategic thinking, project management, and relationship-building abilities.
🛠️ Tools & Technologies
- CRM: Salesforce
- Marketing Automation: Marketo
- Social Media: LinkedIn, Twitter, Facebook
- Project Management: Asana, Trello
- Data Analysis: Google Analytics, Tableau
ASSUMPTION: AmeriLife uses a combination of industry-standard and proprietary tools to support marketing efforts and drive business growth.
👔 Cultural Fit Considerations
Company Values:
- Integrity: Upholding the highest ethical standards in all aspects of our business.
- Customer Focus: Putting customers first by understanding their needs and exceeding their expectations.
- Collaboration: Working together to achieve common goals and drive success.
- Innovation: Embracing change and continuously improving our products, services, and processes.
- Accountability: Taking responsibility for our actions and delivering on our commitments.
Work Style:
- Collaborative and team-oriented
- Results-driven and focused on achieving measurable outcomes
- Adaptable and open to change
- Strong communication and presentation skills
- Ability to manage multiple priorities and work in a fast-paced environment
Self-Assessment Questions:
- Do you have a proven track record of developing and executing successful marketing strategies in a B2B environment?
- Are you comfortable working with high-net-worth clients and trusted advisors?
- Can you effectively manage multiple priorities and collaborate with cross-functional teams to achieve common goals?
ASSUMPTION: AmeriLife values candidates who demonstrate strong alignment with the company's values and a collaborative, results-driven work style.
⚠️ Potential Challenges
- Managing multiple priorities and deadlines in a fast-paced environment.
- Building and maintaining relationships with key influencers within the trusted advisor community.
- Adapting to changes in the market and adjusting marketing strategies accordingly.
- Working with external partners and vendors to execute initiatives effectively.
ASSUMPTION: These challenges require strong project management, communication, and adaptability skills to overcome successfully.
📈 Similar Roles Comparison
- Marketing Manager (Financial Services) vs. Marketing Manager (Consumer Goods): The former role focuses on B2B marketing, targeting high-net-worth clients and trusted advisors, while the latter involves B2C marketing, with a broader customer base and different marketing channels.
- Industry-specific context: The financial services sector is highly regulated and requires a strong understanding of compliance and ethical standards.
- Career path comparison: Marketing Managers in financial services may progress to roles such as Director of Marketing, Vice President of Marketing, or Chief Marketing Officer, with opportunities to specialize in wealth management, insurance, or other financial services sectors.
ASSUMPTION: This role offers unique challenges and opportunities compared to similar marketing roles in other industries, with a focus on B2B marketing, high-net-worth clients, and the financial services sector.
📝 Sample Projects
- Developing and executing a targeted marketing campaign to promote a new premium financing solution for ultra-high-net-worth clients, resulting in a 25% increase in leads generated within the first three months.
- Collaborating with an external partner to create a thought leadership piece on the benefits of premium financing for wealth preservation, which was featured in a leading industry publication and generated significant engagement on social media.
- Managing a team of marketing coordinators to execute a series of webinars and events for trusted advisors, leading to a 30% increase in event attendance and a 20% increase in follow-up appointments.
ASSUMPTION: These sample projects demonstrate the strategic thinking, project management, and relationship-building skills required for success in this role.
❓ Key Questions to Ask During Interview
- Can you describe the marketing team's structure and how this role fits within the organization?
- How does AmeriLife support the growth and development of its marketing team members?
- What are the key priorities for this role in the first 90 days?
- How does AmeriLife measure the success of its marketing campaigns, and what are the key performance indicators (KPIs) for this role?
- What is the company's approach to work-life balance, and how does this role accommodate flexibility?
ASSUMPTION: Asking these questions will help you better understand the role's responsibilities, the company's culture, and the opportunities for growth and development.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link.
- Tailor your resume and cover letter to highlight relevant marketing experience, particularly in B2B environments and the financial services sector.
- Prepare examples of successful marketing campaigns or projects you've led, focusing on strategy, execution, and results.
- Research AmeriLife's mission and values to demonstrate your alignment with the company's goals and culture.
- Follow up with the hiring manager one week after submitting your application to express your interest and reiterate your qualifications.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
