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Watermark Life Insurance Services

Marketing Manager

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Job Description

About Us Watermark Life is a life insurance brokerage that has supported advisors in Southern California and across the country since 2013. Our sister company, Stream, gives high-earning professionals access to premium-financed life insurance, a strategy that used to be reserved for the ultra-wealthy. We're a small team with a close culture. The people here know each other well, work hard, and like what they do. We're looking for someone to own marketing for both companies and grow with us. The Role You'll be the marketing lead for two brands, working directly with our founders. No layers, no committees. If you have a good idea on Tuesday, it can be live by Thursday. This role is a mix of creative, technical, and organizational work. Some days you'll be writing an email campaign or designing an event invitation. Other days you'll be building an automation in our CRM, setting up a landing page, or filming video content with our leadership team. You'll also help us bring in-person events to life, from small advisor dinners to our larger conferences. What You'll Do Content and copy: Write emails, social posts, event materials, one-pagers, and presentations that explain financial concepts clearly and make people want to learn more
Video:
Plan, schedule, and produce short-form video with our founders. You own the calendar. You get the time on it.
Email and CRM:
Run campaigns, build automations, and keep our lists and workflows clean (HubSpot and similar tools)
Digital:
Manage websites, landing pages, and the social calendar across
LinkedIn, Instagram, and YouTube Events:
Plan and support advisor events, webinars, and conferences, including materials, logistics, and follow-up
Tools:
Coordinate with our tech partners, test new tools, and make smart use of AI to move faster
Brand:
Keep both brands consistent, sharp, and professional You Might Be a Great Fit If You Have 4+ years of marketing experience, ideally in financial services, insurance, wealth management, or another regulated industry Write clearly and confidently. You can take a complex idea and make it simple. Are comfortable with technology and pick up new tools quickly (HubSpot, Mailchimp, Canva, Adobe, website builders, AI tools like Claude or ChatGPT) Are organized enough to run a calendar and assertive enough to keep busy leaders on it Enjoy variety and can move between creative work and detail work in the same day Like working in person, on a small team, where your work is seen Insurance experience is a real plus, but not required. If you're sharp, curious, and willing to learn the industry, we want to hear from you. Why Here Direct access to the founders and real ownership of your work A growing company where the role can grow with you Two brands, lots of variety, and a chance to build things from the ground up A team that genuinely enjoys working together How to Apply Send your resume and two or three samples of your work , anything that shows how you write, design, or build. Finalists will complete a short paid project so we can see how you think.
Pay:
$80,000.00 - $95,000.00 per year
Benefits:
401(k) matching Paid time off Application Question(s): Which of these tools have you used professionally? (HubSpot, Mailchimp, Salesforce, Canva, Adobe Creative Suite, WordPress/Webflow, Claude/ChatGPT) Share a link to a piece of work you're proud of and tell us what you did on it. What is your base salary expectation?
Experience:
Marketing:
4 years (Preferred)
Location:
Westlake Village, CA 91361 (Preferred)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Dental Insurance
  • Life Insurance