TruChoice Strategic Account Coordinator

Job Description

Support the development and execution of annual business plans for carriers and broker-dealer partners
Assist in identifying growth opportunities within existing strategic relationships
Coordinate ongoing communication between TruChoice leadership and partners
Maintain awareness of partner priorities, initiatives, product changes, and organizational changes
Lead project management efforts for strategic initiatives involving carriers, broker-dealers, and internal departments
Develop timelines, track deliverables, and ensure accountability across stakeholders
Coordinate cross-functional projects involving sales, marketing, product, operations, and finance teams
Prepare executive summaries, status updates, and action plans for leadership review
Conduct research on industry trends and competitor activities to support strategic planning
Analyze sales, engagement, and partnership data
Develop reports and dashboards to support strategic decision making
Track effectiveness of marketing and partnership initiatives

Knowledge, Skills And Abilities

Strong understanding of financial services distribution channels, including insurance carriers, broker-dealers, RIAs, and advisor relationships
Ability to understand sales strategies, marketing initiatives, and business development objectives
Strong project management and organizational skills
Ability to translate strategic initiatives into actionable plans
Strong business acumen and analytical capabilities
Ability to build relationships with senior leaders and external partners

Experience And Education

Minimum 3+ years of experience within financial services, insurance distribution, wholesaling, strategic accounts, or business development roles
Preferred bachelor’s degree in business, marketing, insurance, or a related field
Experience working with insurance carriers, IMOs, broker-dealers, RIAs, or advisor-facing organizations
Experience supporting sales organizations, strategic partnerships, or marketing initiatives

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

America's With Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Information collected will be kept confidential.

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.