Life Insurance Wholesaler
External
Amerilife · RemotePrepare for this interview
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Responsibilities
- 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
- Lead advisor conversations with platforms, concepts, and solutions rather than product‑first discussions
- Maintain a structured approach to pipeline management, activity tracking, and follow‑up
- Collaborate with internal teams to drive cases from concept through placement
- Operate with ownership and accountability in managing relationships, opportunities, and results
- Role Structure
- No geographic territories
- National, opportunity-based coverage
- Majority of engagement conducted virtually
Requirements
- Prior experience in life insurance sales, wholesaling, or advanced planning distribution
- Strong consultative sales and relationship management skills
- High level of accountability and self-motivation
- Organized approach to managing clients and pipeline
- Licensing
- Life & Health license required
- Series 6 and 63 preferred
- Support Model
- Advanced markets and legal support
- Chief underwriting support
- Illustration and case design support
- Marketing, case management, and licensing support
- Travel Expectations: 25%
- 3 annual sales/team meetings
- 2-3 broker-dealer conferences
- Additional travel based on business needs
Benefits
Additional Information
Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary This position is with TruChoice Financial Group, an affiliate of AmeriLife. TruChoice is a growth-focused insurance distribution organization known for its entrepreneurial culture, strong advisor relationships, and commitment to helping independent agents and financial professionals grow their businesses. TruChoice provides consultative sales support, advanced planning expertise, and innovative business-building platforms across life insurance, annuities, and wealth solutions. Our team combines a high-performance mindset with a collaborative culture that values relationships, accountability, and continuous improvement. This is an opportunity to join a growing organization that offers the agility of a focused business unit with the resources, scale, and long-term strength of a leading national platform. This role is responsible for building and growing relationships with independent life insurance agents and financial advisors through a consultative, platform-driven sales approach. The position is not territory-based and focuses on opportunity-driven business development, advisor recruiting, and advanced life insurance planning support. Job Description
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