Director of Sales Enablement & Resources
Our Company
Explore how you can contribute at AmeriLife .
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
About Elite Insurance Group
Elite Insurance Group is a multi-tier Medicare agency network supporting thousands of agents and agencies across dozens of sub-organizations nationwide. EIG combines deep Medicare distribution expertise with a growing internal technology platform (Elite Intelligence) and CRM/lead operations infrastructure to give agency partners a competitive edge in production, compliance, and growth.
Position Summary
EIG is seeking a Director of Sales Enablement & Resources to own the systems, data, training, and sales resources that help agency partners and downlines sell more effectively β CRM administration (GoHighLevel), data reporting, and process standardization across the network. This role is designed to absorb and scale the enablement work currently carried out directly by the CMO, freeing executive leadership to focus on strategy while ensuring agency partners have reliable tools, accurate data, and clear, repeatable resources to grow their business.
This is a hands-on leadership role: equal parts systems administrator, data steward, and change agent for agency partners adopting new tools and workflows.
Job Description
Key Responsibilities
Agency Partner & Downline Enablement
- Act as the primary point of contact for agency partners and downlines adopting EIG's CRM, reporting, and platform tools.
- Design and deliver training programs (live and documented) that bring new and existing agencies up to speed on standardized processes.
- Identify inconsistent or inefficient processes across sub-agencies and drive standardization β turning tribal knowledge into repeatable, documented workflows.
- Build feedback loops with agency partners to surface pain points and prioritize fixes or enhancements.
- Develop and maintain a central library of sales resources β playbooks, marketing plan templates, carrier RTS/SEP guides, and targeting materials β that agency partners can self-serve.
CRM & Platform Administration (GoHighLevel)
- Own day-to-day administration of the GoHighLevel (GHL) CRM environment across EIG and its sub-agency accounts, including sub-account structure, permissions, pipelines, and automations.
- Manage and troubleshoot integrations feeding into GHL (call tracking, lead sources, webhooks) and ensure data flowing in and out stays clean and reliable.
- Reconcile CRM usage and billing against agency/sub-account activity to keep cost allocation accurate.
- Build and maintain automated workflows that reduce manual work for agents and agency admins.
Data Reporting & Business Intelligence
- Own recurring reporting pipelines (weekly production, agency/agent summaries, call
performance, SEP/DST tracking) and ensure they run on schedule with accurate, audit-ready output.
- Serve as the primary point of accountability for reporting accuracy across the agency hierarchy β production, persistency, accretion, and compliance metrics.
- Partner with leadership to translate raw carrier, CRM, and platform data into decision-ready reporting for agency partners and executive stakeholders.
- Maintain and extend the Elite Intelligence platform's reporting and business intelligence modules (Reporting & Insights, Production Intelligence, Book of Business Intelligence, Carrier Performance) in coordination with development resources.
Systems Oversight & Vendor Management
- Oversee EIG's core technology stack, including the Elite Intelligence platform, EnrollHere account creation and training, and third-party integrations (e.g., carrier RTS feeds, Sunfire, call tracking vendors).
- Manage relationships a