At Watermark Life, we help wealth advisors give their clients answers those clients didn't know they needed.
We're an independent-owned life insurance BGA and premium finance company based in Westlake Village, California. We've been at this for a long time — long enough to have watched most of the industry consolidate into aggregators, carrier subsidiaries, and private-equity roll-ups. We chose not to go that direction, and we don't intend to. It's part of why the people who work with us stay.
HOW WE OPERATE
We hold direct contracts with every major carrier. We use them all, because our job is to bring the right product to the client, not the one an aggregator prefers we sell this quarter. We built the Watermark Meeting Model, a diagnostic framework we run with every advisor and every client. It's simple, it works, and it has a lot to do with why wealth advisors send us their most complicated cases. We take care of the case from the first conversation through delivery and every renewal after that. Our back office isn't an afterthought, it's built to make our marketers look better in front of their partners, and to make sure nothing falls through the cracks.
WHAT MATTERS TO US
The best marketers are educators first. We win by making our advisor partners smarter, not by pitching harder. Relationships are the whole business. Not policies. Not overrides. Not volume. Relationships. The right people, treated well, do their best work without being told how. Independence is a feature. It's what lets us do the work we do the way we do it.
WHO WE'RE HOPING TO MEET
A senior insurance professional, likely with a decade or more in the BGA, wholesale, or carrier space, who has built real relationships with wealth advisors at wire houses, RIAs, or independent wealth advisory firms. Someone fluent in the advanced planning conversation: estate, business succession, ILIT, LIRP, premium finance and comfortable working alongside a $2M+ net-worth client and their advisor. More important than any of that: someone who cares about doing the work well and who wants a home where that gets appreciated.
THE ROLE
You would join Watermark as a senior marketer in the wealth advisor channel. You'd work directly with our founders, both of whom are still actively producing and understand the seat because they're in it every day. You'd have full autonomy over your territory and your book, supported by a marketing team, case management, and a leadership team that picks up when you call. Day to day, this looks like: Building and deepening relationships with wealth advisors in your territory Running the Watermark Meeting Model on discovery calls Partnering with our institutional and premium finance teams on complex cases Owning the case through the full lifecycle Leading CE-approved lunches and educational sessions at advisor branches when the opportunity fits
COMPENSATION
Our comp is designed around real production. It works well for producers who want to be paid what they earn. A commission structure that pays a meaningful share of first-year commission on the cases you source Optional base salary for the right candidate, with an adjusted commission share A monthly T&E allowance for the kind of relationship investment this work actually requires Long-term participation in the growth of the business, details we're happy to walk through when the conversation warrants it For a producer running the wealth advisor channel effectively, this is a role that pays in the multiple hundreds of thousands.
HOW TO REACH OUT
Send us your resume with a short note about the wealth advisor relationship you're most proud of building and what made it work. That's all we need. If it feels like a fit on both sides, we'll be in touch quickly.
Pay: $70,000.00 - $200,000.00 per year
Benefits:
- Flexible schedule
- Work from home
Work Location: Remote
