Impact Partnership is a premier marketing and business development organization located in Marietta, GA, dedicated to helping financial advisors build their brands, grow their businesses, and impact their communities. Our Life Division works directly with advisors to provide advanced case design, marketing strategies, and sales support for life insurance solutions.
At Impact, we value Positivity, Excellence, Grit, a Get-It-Done Mindset, Investment in Growth, and Coachability. We have been recognized as one of the Inc. 5000’s Fastest-Growing Businesses and named one of the Atlanta Journal-Constitution’s Best Places to Work.
We are seeking a highly motivated and analytical Life Planning Analyst to join our Life Division. This role is essential in supporting our Life Vice Presidents (VPs) by running life insurance illustrations, collaborating on advanced case design, and proactively engaging with advisors on promotions, sales concepts, and pending business. This is an excellent opportunity for someone who enjoys numbers, has strong interpersonal skills, and thrives in a fast-paced, client-focused environment.
Responsibilities
- Case Design & Illustration Support
- Run life insurance illustrations and product comparisons for advisor casework
- Collaborate with Life VPs on creative and customized case design
- Analyze underwriting offers, client goals, and product suitability
- Client Engagement & Sales Support
- Make proactive outbound calls to financial advisors regarding:
- Promotions and new products
- Sales ideas and planning strategies
- Follow-ups on pending applications and required documentation
- Serve as a knowledgeable resource for advisor inquiries
- Make proactive outbound calls to financial advisors regarding:
- VP Book of Business Support
- Support Life VPs in managing and growing their existing advisor relationships
- Help maintain Salesforce records and ensure timely follow-up
- Assist in tracking pipeline cases, deadlines, and action items
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Qualifications/Education
- Bachelor’s degree preferred (Finance, Business, Math, or related field)
- 1–3 years of experience in a similar role (Life Insurance, Financial Services, or Sales Support)
- Strong mathematical and analytical skills; confident working with numbers and financial data
- Excellent written and verbal communication skills
- Comfortable speaking on the phone with advisors and building professional relationships
- Proficient in Microsoft Office; familiarity with life illustration software and CRM systems (Salesforce) is a plus
- Highly organized and detail-oriented with the ability to multitask
- Able to work independently.
- Performs other duties as assigned.
Benefits
Impact Partnership offers a positive and upbeat work environment; Medical, Dental, Vision, FSA (flexible spending)/Dependent Care, STD (Short Term Disability), Life Insurance, 401k (match), Paid Parental Leave, Holiday Pay and a very generous PTO (paid time off) benefit.
EEO Statement
Impact Partnership LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all teammates and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. All employment is decided on the basis of qualifications, merit, and business need.
