A

AmeriLife

Insurance and financial solutions via agents

Regional Vice President

Full-Time
$60k+ Uncapped commission
Expert
Bachelor's
New Mexico, USA+47 moreMore locations: Las Vegas, NV, USA | Washington, USA | Kansas, USA | Pennsylvania, USA | Oregon, USA | Delaware, USA | Iowa, USA | California, USA | Washington, DC, USA | Vermont, USA | Connecticut, USA | Texas, USA | Montana, USA | Florida, USA | New Hampshire, USA | South Carolina, USA | South Dakota, USA | Georgia, USA | Arizona, USA | Mississippi, USA | Tennessee, USA | Virginia, USA | Arkansas, USA | Minnesota, USA | Colorado, USA | Nebraska, USA | Rhode Island, USA | Utah, USA | Kentucky, USA | West Virginia, USA | New York, NY, USA | Maryland, USA | Hawaii, USA | Wisconsin, USA | Maine, USA | Massachusetts, USA | North Carolina, USA | Oklahoma, USA | Missouri, USA | Ohio, USA | New Jersey, USA | Indiana, USA | Louisiana, USA | Michigan, USA | Illinois, USA | Alabama, USA | Idaho, USA
Remote
InsuranceInsurance Sales & Agency

About the job

Requirements
  • A bachelor's degree is required; an advanced degree is a plus.
  • Closing and prospecting skills are required.
  • Territory management skills are required.
  • The ability to meet sales goals is required.
  • High proficiency in Excel is required.
  • Must hold a life insurance license or be able to obtain one within the first six months.
  • Experience using a customer relationship management system is required; Salesforce experience is a plus but not required.
  • Understanding of, or ability to learn, complex life insurance illustrations and the company's Capital Maximization Strategy financing spreadsheet is required.
  • Some familiarity with LIBOR, Treasury yields, and historical S&P 500 information is preferred.
  • Organizational skills, process improvement, and efficiency expertise are required.
  • Ability to work independently and at a quick pace is required.
  • Interpersonal and resource management skills are required.
  • Ability to solve problems proactively in high-stress situations is required.
  • Customer focus and professional executive presence are required.
  • Mathematical skills are required.
  • A successful track record and demonstrated leadership qualities are required.
Responsibilities
  • Develop existing and new business relationships.
  • Source potential new business deals through prospecting activities.
  • Close new business deals by coordinating each case's requirements with the underwriting operations team, principals, advisors, carrier partners, and lender partners.
  • Coordinate financial and insurance underwriting issues.
  • Develop one-on-one relationships with selected firm clients, their advisors, and selected firm contacts.
  • Work closely with the firm's illustration team.
  • Use the firm's customer relationship management system to manage workflows and case notes.
  • Maintain and enhance the firm's reputation and industry position.
  • Assist with the firm's marketing efforts, especially webinars and group meetings.
  • Attend periodic off-site networking events and conferences.
  • Take ownership of all aspects of assigned clients.
  • Provide sales support to high-net-worth clients and their advisors; generate leads through prospecting and develop brand awareness and revenue opportunities with producer groups.
  • Coordinate case-management activities with the internal underwriting operations team.
  • Review case designs, direct revisions, analyze adjustments, and ensure designs are presentation-ready for advisors and clients.
  • Explain illustrations to clients' financial advisors, ensure their understanding, and close the business.
  • Resolve client issues and questions and ensure a high level of customer service.
Desired Qualifications
  • An advanced degree is a plus.
  • Salesforce experience is a plus but is not required.
  • Some familiarity with LIBOR, Treasury yields, and historical S&P 500 information is preferred.

About the company

A

AmeriLife

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Website

AmeriLife is a major distributor of insurance and financial solutions for a wide range of clients, including individuals and businesses. It partners with insurance agents and financial advisors to provide customized benefits such as Medicare Advantage, Medicare Supplement, PDP, ACA, ancillary, and life insurance. The company operates via a large marketing and distribution network that includes in-field agents, telesales, and hybrid salesforces, enabling it to offer products, leads, and strong commissions to its independent agents. Revenue comes from selling insurance and related financial products through this network. Compared with competitors, AmeriLife emphasizes a broad, multi-channel distribution model, a large agent network, substantial incentives, collaboration, and ongoing professional development to drive growth. Its goal is sustainable business expansion: to help more clients access tailored insurance solutions while expanding its agency locations, agents, and client base.

Company Size

1,001-5,000

Company Stage

Debt Financing

Total Funding

$395M

Headquarters

Clearwater, Florida

Founded

1971

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Simplify Jobs

Simplify's Take

What believers are saying

  • January 2026 hired Todd Buchanan from WFG to accelerate wealth distribution growth.
  • AmeriLife added Brian Krantz in January 2026, expanding advisor-first Medicare support nationwide.
  • July 2026 promoted Moira Lowe and Darryl Ronconi, showing continued platform investment.

What critics are saying

  • AmeriLife sued CMS in 2024 over Medicare Advantage compensation caps; 2026 revenue remains exposed.
  • Medicare rule changes hit AmeriLife's FMO economics first, threatening 2027 carrier renewals.
  • AmeriLife's affiliate sprawl demands flawless integration; compliance failures across dozens of brands destroy trust.

What makes AmeriLife unique

  • AmeriLife controls a 325,000-agent distribution network and 160+ marketing organizations.
  • AmeriLife bundles Medicare, annuities, life insurance, and lead programs under one platform.
  • AmeriLife keeps adding specialized affiliates like Saybrus, Levinson, and Plan Medicare.

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Benefits

  • Health Insurance
  • Life Insurance
  • Paid Vacation
  • Parental Leave
  • 401(k) Company Match

Growth & Insights and Company News

6 month growth

3%

1 year growth

17%

2 year growth

17%
Newswire
Oct 27th, 2026
AmeriLife recognized as a 2026 Inc. Power Partner award winner for the fourth consecutive year.

AmeriLife recognized as a 2026 Inc. Power Partner award winner for the fourth consecutive year. The annual Inc. Power Partner Awards recognize B2B companies that provide essential services and resources to help entrepreneurs and businesses grow CLEARWATER, Fla., October 27, 2026 (Newswire.com) - AmeriLife, a national leader in life and health insurance distribution, wealth management, and retirement solutions, has been named a 2026 Inc. Power Partner Awards winner for the fourth consecutive year, recognizing the company among the leading B2B partners supporting entrepreneurs and businesses across the country. AmeriLife was recognized in the Best United States Power Partner, General Excellence and Human Resources & People Operations categories. The annual Inc. Power Partner Awards honor B2B companies that have demonstrated a track record of helping entrepreneurs and businesses navigate the challenges of building and growing a company. From hiring and compliance to technology, infrastructure, fundraising, marketing, and more, these partners provide the resources and services businesses need to operate, scale, and pursue their ambitions. "Being named an Inc. Power Partner for the fourth consecutive year is a testament to our team's unwavering commitment to empowering entrepreneurs and helping businesses thrive," said Scott Perry, Chairman and CEO of AmeriLife. "We're proud to be recognized for the exceptional service and support we provide to our affiliate partners, and we remain dedicated to helping them achieve their goals." AmeriLife's momentum continues to accelerate, with 2025 marking another record year for the company. AmeriLife also expanded its affiliate platform and ranked among the top distributors across several leading wealth and health insurance carriers. These results underscore AmeriLife's position as one of the nation's most dominant marketing and distribution organizations for health and financial solutions. A defining milestone was AmeriLife's acquisition of Crump Life Insurance Services, the largest acquisition in the company's history. The addition of Crump further strengthened the company's life insurance distribution platform, rounding out its capabilities across senior health, ancillary health, annuities, and wealth management. AmeriLife's dedication to its people was also recognized with its 2026 Great Place to Work Certification for the second consecutive year, with more than 80% of team members reporting it is a great place to work, more than 20 percentage points above the average U.S. company. AmeriLife continued expanding its network through strategic partnerships, including launching an enhanced LeadStar platform powered by EnrollHere to revolutionize lead generation for affiliated agents. AmeriLife's affiliate partners also continue to succeed, with four affiliates, Florida Financial Advisors, Hoffman Financial Group, Brookstone Capital Management, and Pinnacle Financial Services, recognized on the 2025 Inc. 5000 list of the fastest-growing private companies in America. "Business owners have no shortage of tools at their disposal, and B2B companies need to make clear why their products and services are worth the investment," says Bonny Ghosh, Inc.'s editorial director. "The companies on this year's Power Partners list have done just that. They don't just have customers - they have superfans and evangelists. Across industries like marketing, financial services, and technology, they've proved their dedication to helping fellow business owners grow and succeed." About AmeriLife AmeriLife's strength lies in its mission: to provide insurance and retirement solutions that help people live longer, healthier lives. In doing so, AmeriLife has become recognized as the leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For more than 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers served through a distribution network of over 325,000 insurance agents, advisors, and financial professionals, and 160 marketing organizations and insurance agency locations nationwide. For more information, visit AmeriLife.com. About Inc. Inc. is the leading media brand and playbook for entrepreneurs and business leaders shaping our future. Through journalism, Inc. aims to inform, educate, and elevate the profile of its community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating the future of business. Inc. is published by Mansueto Ventures, along with Fast Company, another leading business publication. For more information, visit www.inc.com.

Wealth Management
Oct 6th, 2026
Creative Planning hires marketing chief with finance, consumer brand experience.

Creative Planning hires marketing chief with finance, consumer brand experience. Ovi Vitas will bring experience from Marriott, Reebok and EA Sports to help Creative Planning grow its international presence. Alex Ortolani, Senior Reporter, Wealth Management October 6, 2026 Creative Planning, the Overland Park, Kan.-based registered investment advisor with $780 billion in client assets across the U.S. and Europe, has hired a new chief marketing officer to grow its international brand as a full-service wealth manager. Ovi Vitas posted on LinkedIn that he would be joining Creative Planning after a similar position at insurance and annuity provider AmeriLife. He is succeeding Nick Jacobson, who left Creative Planning in August to explore other options. "What (Creative Planning CEO) Peter Mallouk and the team have built is remarkable," Vitas wrote in his post, calling the RIA "an incredible business with tremendous momentum, a differentiated approach to serving clients and an opportunity to bring the Creative Planning brand to even more people." Unlike Jacobson, who had spent over 25 years in financial services marketing, Vitas brings large consumer brand marketing experience to the job. Before AmeriLife, he had been chief brand and digital officer for Marriott Vacations Worldwide, and prior to that, global marketing director for Reebok. Earlier in his career, he held marketing leadership positions at Warner Bros., Electronic Arts Sports and Time Warner. "We're thrilled to have Ovi join Creative Planning," Mallouk wrote in an email. "He brings a strong track record of building brands and marketing organizations that support businesses through periods of significant growth and transformation." At AmeriLife, Vitas helped build and then scale a centralized marketing setup, Mallouk wrote. "That combination of consumer marketing and financial services experience is especially relevant as Creative Planning continues to expand its footprint in the U.S. and internationally," Mallouk wrote. Creative Planning has been taking pole position as the largest privately-held RIA in the United States, albeit with some of its assets now in Europe. In March, the RIA completed an acquisition of London-based MASECO LLP, adding 123 employees and over $5 billion in AUM. That came after the firm had already acquired Switzerland-based Baseline Wealth Management, which oversaw about $1 billion in assets. In an interview at the Wealth Management EDGE conference in June, Mallouk said he was not interested in taking Creative Planning public. But he has, for years, been positioning it as a national brand capable of competing with wirehouse competitors, including the launch of its first major national advertising campaign in 2019. As the RIA sector grows, other aggregators are also seeking greater brand awareness. Corient, which has grown to about $572 billion in global assets, has recently run advertisements for both general consumers and business owners. LPL Financial, the country's largest independent broker/dealer, launched a national, consumer-focused campaign with actress Anna Kendrick last year. In the meantime, many larger RIAs have been focusing on building their brand recognition, particularly as a calling card with upper-high-net-worth clients. Mallouk, who is the majority owner of Creative Planning, said Vitas's ability to scale marketing across a complex organization will serve him well in his new role as Creative Planning continues to expand. "We serve a growing number of clients who are looking for a more coordinated approach to wealth management, one that brings together investments, tax strategy, estate planning, trust services and other financial disciplines under a single advisory relationship," Mallouk wrote. Senior Reporter, Wealth Management Alex Ortolani is a New York-based senior reporter with Wealth Management with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Newswire
Jul 27th, 2026
Saybrus Partners' Moira Lowe named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth.

Saybrus Partners' Moira Lowe named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth. Longtime leader to take on expanded platform-level role while continuing to lead Saybrus operations HARTFORD, CT AND CLEARWATER, FL, July 27, 2026 (Newswire.com) - Saybrus Partners ("Saybrus"), a market leader in life and annuity distribution and an affiliate of AmeriLife Group, LLC ("AmeriLife"), today announced that Moira Lowe, J.D., Principal and Chief Administrative Officer of Saybrus and President, Saybrus Equity Services, LLC, has been named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth, reporting to Todd Buchanan, President, AmeriLife Wealth. Lowe will continue to serve in her current leadership roles at Saybrus while expanding her responsibilities to help drive greater alignment and operational excellence across AmeriLife Wealth's life and annuity affiliate network. In this new platform-level role, Lowe will work across AmeriLife Wealth's life and annuity affiliates to close operational gaps, elevate best practices, and build the infrastructure that helps producers and distribution partners scale with confidence, extending the same operational discipline that has defined her work at Saybrus to the broader AmeriLife Wealth platform. "Moira has been instrumental in building Saybrus into the organization it is today, and this appointment is a natural extension of the leadership she's shown since we started the company in 2009," said Ed Cassidy, Managing Principal of Saybrus. "Being part of AmeriLife Wealth's continued build-out matters to us. It means having a direct hand in shaping the platform we're part of, not just benefiting from it. I'm excited for Moira to bring her expertise to this broader role, and confident it will strengthen both Saybrus and the affiliates we work alongside every day." "I'm honored to take on this new role, and grateful to AmeriLife for the trust they've placed in me," said Lowe. "AmeriLife Wealth is assembling something special, and I'm excited to help extend the same operational discipline and client-first approach that has always defined Saybrus across the broader life and annuity affiliate network. This is a tremendous opportunity to add value not only to Saybrus, but to the advisors, financial professionals, and affiliates that make up the AmeriLife Wealth platform, and I'm looking forward to working alongside Todd and the rest of the team to help build what's next." Lowe has been with Saybrus since it was founded in 2009 and has more than 25 years of financial services experience, including prior roles as Vice President, Chief Compliance Officer, and Senior Counsel at organizations including The Phoenix Companies, Inc., Tower Square Securities, and Sun Life Financial. She holds a B.S. from Syracuse University and a J.D. from Western New England College School of Law. About Saybrus Partners Saybrus Partners, LLC, helps institutions and financial professionals address clients' needs with life insurance and annuity solutions that provide both basic protection and support for retirement, estate, and business planning. Its partner firms include institutional financial advisors, insurance retailers, banks, and broker/dealers. Customizing its services to best fit its partners' businesses, the company offers a complete set of distribution capabilities, including assisted sales, traditional wholesaling, new business operations, and custom product design. For more information, visit SaybrusPartners.com. About AmeriLife AmeriLife's strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. AmeriLife develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For over 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers through a national distribution network of over 325,000 agents, financial professionals, and more than 160 marketing organizations and insurance agencies. For more information, visit AmeriLife.com and follow AmeriLife on LinkedIn.

Tri-City Herald
Jul 27th, 2026
Saybrus Partners' Moira Lowe named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth.

Saybrus Partners' Moira Lowe named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth. July 27, 2026 6:09 AM Gift Article Longtime leader to take on expanded platform-level role while continuing to lead Saybrus operations HARTFORD, CT AND CLEARWATER, FL / ACCESS Newswire / July 27, 2026 / Saybrus Partners ("Saybrus"), a market leader in life and annuity distribution and an affiliate of AmeriLife Group, LLC ("AmeriLife"), today announced that Moira Lowe, J.D., Principal and Chief Administrative Officer of Saybrus and President, Saybrus Equity Services, LLC, has been named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth, reporting to Todd Buchanan, President, AmeriLife Wealth. Lowe will continue to serve in her current leadership roles at Saybrus while expanding her responsibilities to help drive greater alignment and operational excellence across AmeriLife Wealth's life and annuity affiliate network. In this new platform-level role, Lowe will work across AmeriLife Wealth's life and annuity affiliates to close operational gaps, elevate best practices, and build the infrastructure that helps producers and distribution partners scale with confidence, extending the same operational discipline that has defined her work at Saybrus to the broader AmeriLife Wealth platform. "Moira has been instrumental in building Saybrus into the organization it is today, and this appointment is a natural extension of the leadership she's shown since we started the company in 2009," said Ed Cassidy, Managing Principal of Saybrus. "Being part of AmeriLife Wealth's continued build-out matters to us. It means having a direct hand in shaping the platform we're part of, not just benefiting from it. I'm excited for Moira to bring her expertise to this broader role, and confident it will strengthen both Saybrus and the affiliates we work alongside every day." "I'm honored to take on this new role, and grateful to AmeriLife for the trust they've placed in me," said Lowe. "AmeriLife Wealth is assembling something special, and I'm excited to help extend the same operational discipline and client-first approach that has always defined Saybrus across the broader life and annuity affiliate network. This is a tremendous opportunity to add value not only to Saybrus, but to the advisors, financial professionals, and affiliates that make up the AmeriLife Wealth platform, and I'm looking forward to working alongside Todd and the rest of the team to help build what's next." Lowe has been with Saybrus since it was founded in 2009 and has more than 25 years of financial services experience, including prior roles as Vice President, Chief Compliance Officer, and Senior Counsel at organizations including The Phoenix Companies, Inc., Tower Square Securities, and Sun Life Financial. She holds a B.S. from Syracuse University and a J.D. from Western New England College School of Law. About Saybrus Partners Saybrus Partners, LLC, helps institutions and financial professionals address clients' needs with life insurance and annuity solutions that provide both basic protection and support for retirement, estate, and business planning. Its partner firms include institutional financial advisors, insurance retailers, banks, and broker/dealers. Customizing its services to best fit its partners' businesses, the company offers a complete set of distribution capabilities, including assisted sales, traditional wholesaling, new business operations, and custom product design. For more information, visit SaybrusPartners.com. About AmeriLife AmeriLife's strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. AmeriLife develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For over 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers through a national distribution network of over 325,000 agents, financial professionals, and more than 160 marketing organizations and insurance agencies. For more information, visit AmeriLife.com and follow AmeriLife on LinkedIn.

Associated Press
Jul 7th, 2026
Crump Life Insurance names Mike Bellig head of sales to drive growth strategy

Crump Life Insurance Services, an AmeriLife company and one of the United States' largest wholesale distributors of life insurance and retirement solutions, has appointed Mike Bellig as Head of Sales. Bellig will report to Todd Buchanan, President and CEO of Crump and President of AmeriLife Wealth. Bellig brings extensive experience building high-performing sales organisations across the life insurance and financial services industry. Most recently, he served as National Sales Leader at John Hancock Life Insurance, where he grew total sales by more than $100 million, delivering 15% year-over-year growth. Previously, Bellig was Owner and Vice President of Sales at Trumark Wholesale Insurance Services. He holds a Juris Doctor from Pepperdine University School of Law and the Chartered Life Underwriter designation.