Senior Sales and Marketing Associate (Life Insurance Finance)

Location: Newark, New Jersey, United States

Salary: $85,000–$110,000 per year, plus eligibility for an annual bonus

Company

Wintrust Life Finance provides customized life insurance premium financing solutions and is a subsidiary of hirify.global, a financial services company with more than $66 billion in assets.

What you will do

• Serve as the primary internal contact for the Head of Sales, regional VPs, advisors, clients, and other centers of influence.
• Coordinate meeting preparation, follow-ups, proposals, webinars, training sessions, conferences, tradeshow support, and roadshows.
• Conduct proactive outreach to advisor partners, support internal wholesaling, and identify new opportunities.
• Deliver product overviews, premium finance fundamentals, and lending solution positioning to newer advisors.
• Create pitch decks, one-pagers, case studies, and other advisor-facing marketing materials with the marketing team.
• Maintain CRM data, monitor pipeline and territory performance, and produce weekly reports for sales leadership.

Requirements

• 3–7 years of experience in financial services, preferably in premium finance, insurance distribution, private client lending, RIA, or wealth management channels.
• Strong understanding of advisor ecosystems and sales cycles.
• Exceptional, polished, concise, and executive-ready communication skills.
• Proficiency with CRM systems, pipeline reporting, and sales analytics.
• Ability to produce clean, modern marketing materials and presentations.
• Ability to work in Newark, New Jersey, United States.

Culture & Benefits

• Medical, dental, vision, life, disability, critical illness, accident, and pet insurance.
• Traditional and Roth 401(k) with company match and employee stock purchase plan with a 5% discount.
• Parental leave, employee assistance program, flexible spending account, tuition reimbursement, and transportation benefits.
• Promotion-from-within culture and an inclusive workplace.
• Competitive pay with discretionary or incentive bonus eligibility.