About the role

We’re looking for a detail-driven Internal Wholesaler to run illustrations and support our producers on case design. You’ll work closely with our agents and carrier partners to build, compare, and refine illustrations for high-net-worth clients, and keep every case moving from first design through placement.

This role is a great fit if you have experience running life insurance illustrations and want to work on advanced, high-value cases. IUL and premium finance experience is a big plus.

What you’ll do

Illustrations and case design

• Run and compare life insurance illustrations across carriers, with a focus on IUL
• Support producers on case design for high-net-worth clients, including premium finance cases
• Revise designs as client goals, funding, and carrier options change

Case management

• Keep cases moving from illustration through application, underwriting, and placement
• Track open cases and follow up with carriers and producers on outstanding requirements
• Keep case records current in our CRM

Producer support

• Serve as a go-to resource for producers on product and design questions
• Prepare clear illustration summaries for producer and client meetings
• Take part in case strategy discussions and large case reviews

What we’re looking for

Required

• 3+ years of experience running life insurance illustrations at a carrier, BGA, IMO, or agency
• Active life and health insurance license, or the ability to get one within 90 days of hire
• Working knowledge of indexed universal life (IUL) products
• Strong attention to detail and comfort working with numbers
• Clear, professional written and verbal communication
• Ability to manage multiple cases and deadlines on a small team

Nice to have

• Premium finance experience (a major plus)
• Experience with advanced markets or high-net-worth cases
• Familiarity with major carrier illustration software
• Experience with a CRM, especially GoHighLevel

What we offer

• $70,000–$95,000 base salary plus an annual firm bonus
• Group health insurance (starting January 2027)
• Paid time off and paid holidays
• Advanced, high-value cases alongside an experienced team
• Direct access to leadership and room to grow as our case volume expands

About the role

We’re looking for an organized, tech-savvy coordinator to run the systems behind our sales and marketing. You’ll own day-to-day CRM management, keep our pipeline and calendars running smoothly, work with our outside marketing partners, and find new ways to use automation to make the business run better.

This is an entry-level role, ideal for someone with up to two years of marketing or operations experience who enjoys solving problems and learning new tools. No insurance license is required.

What you’ll do

CRM management

• Maintain and organize our CRM (GoHighLevel), including contacts, pipelines, and data accuracy
• Build, edit, and troubleshoot intake forms, post-call forms, and other client-facing forms
• Handle incoming team requests, especially calendar and booking issues
• Manage individual and round-robin team calendars and schedule meetings for the team

Pipeline and client support

• Help move clients and agents through each stage of the sales pipeline
• Keep records current as prospects move from intake to discovery calls to illustrations
• Monitor notifications and make sure inquiries reach the right person

Automation and process improvement

• Maintain our existing CRM workflows and automations
• Spot bottlenecks and propose new automations for sales and marketing
• Test and document changes so the team always knows how our systems work

Partner coordination

• Serve as the point of contact for outside agencies handling email marketing and content
• Follow up with partners on lead activity, campaign results, and deliverables
• Route marketing materials through our internal review and compliance process
• Join weekly partner recap meetings

What we’re looking for

Required

• Up to two years of experience in marketing, marketing operations, or a related role (internships count)
• Hands-on experience with at least one CRM, such as HubSpot, Salesforce, or Zoho
• Strong organization and attention to detail
• Comfort learning new software and troubleshooting on your own
• Clear, professional written and verbal communication
• Ability to juggle multiple requests on a small team

Nice to have

• GoHighLevel experience (a major plus)
• Video editing experience, especially in CapCut
• Experience producing educational content such as online courses or training videos
• Studio experience setting up cameras, lighting, and audio
• Strong AI skills, including prompt writing and AI video tools like JoggAI
• Interest in building AI voice and chat agents
• Familiarity with membership or course platforms

What we offer

• $50,000–$62,000 base salary plus an annual firm bonus
• Group health insurance (starting January 2027)
• Paid time off and paid holidays
• Hands-on experience with CRM, automation, AI tools, and content production
• Direct access to leadership and room to grow as our marketing and operations expand

About the role

We’re looking for a proactive, highly organized Executive Assistant to work directly with our founder. You’ll manage his calendar, inbox, follow-ups, and meetings, and keep his day running smoothly so he can stay focused on clients, agents, and growing the firm.

This role is ideal for someone with three or more years of executive support experience who thrives in a fast-paced environment. No insurance license is required.

What you’ll do

Calendar and scheduling

• Manage the founder’s calendar, balancing client, agent, and internal priorities
• Schedule, confirm, and reschedule meetings with clients, partners, and the team
• Resolve conflicts and prepare him for the day and week ahead

Inbox and communication

• Monitor and organize the founder’s inbox, flagging priorities and time-sensitive items
• Draft responses and routine correspondence on his behalf
• Serve as a professional first point of contact for clients and partners

Follow-ups and meetings

• Track action items and make sure follow-ups happen on time
• Prepare agendas and materials ahead of meetings
• Take notes and share next steps with the right people

Special projects and coordination

• Support events, travel, and logistics
• Coordinate with teammates across sales, marketing, and operations
• Handle confidential client and company information with discretion

What we’re looking for

Required

• 3+ years of experience as an executive assistant or in a similar administrative role
• Exceptional organization and attention to detail
• Clear, professional written and verbal communication
• Discretion with confidential information
• Comfort with Google Workspace or Microsoft 365
• Ability to prioritize and adapt quickly on a small team

Nice to have

• Experience supporting a founder, CEO, or senior executive
• Background in financial services or insurance
• Experience with a CRM, especially GoHighLevel
• Event planning or travel coordination experience

What we offer

• $65,000–$85,000 base salary plus an annual firm bonus
• Group health insurance (starting January 2027)
• Paid time off and paid holidays
• A central role on a small, fast-moving team, working side by side with our founder
• Room to grow as the firm expands