B2B Copywriter–Insurance & Financial Services

Overview Weber Associates is a specialized Sales and Marketing Performance Improvement Company that helps Fortune 250 clients improve revenue growth, sales effectiveness, marketing performance and the customer experience.Weber Associates is seeking an experienced B2B copywriter with direct property and casualty insurance and/or retirement/financial services industry experience to develop marketing and sales content for sophisticated intermediary audiences.This is not a general B2B copywriting role. Successful candidates will have demonstrated experience writing within at least one of the following industries:Property & casualty insuranceLife insurance and annuitiesRetirement solutionsRelated insurance or financial services productsCandidates must also have experience writing for intermediary or distribution audiences such as insurance agents, brokers, financial advisors/professionals, wholesalers, consultants or other professionals who sell, recommend or distribute financial and insurance products.The ideal candidate understands how to translate complex products, sales concepts and technical information into compelling content that helps these audiences understand a solution, communicate its value, and take action.What You’ll Write:Agent, broker and financial professional marketing and sales materialsSales presentations and pitch materialsTraining and sales enablement materialsFAQs, objection-handling content and talking pointsThought leadership and educational contentSales guides, playbooks and toolkitsCase studies and complex sales ideasEmail campaigns and nurture journeysWeb and landing page copyVideo scripts and storyboardsThe Candidate We’re Looking For:We're intentionally looking for candidates with both industry and audience experience.Industry experience: Demonstrated copywriting or content development experience in one or more of the following:Property & casualty insuranceLife insuranceAnnuitiesRetirement solutionsClosely related insurance or financial services categoriesAudience experience: Demonstrated experience creating content for one or more intermediary/distribution audiences, such as:Independent or captive insurance agentsInsurance brokersFinancial advisors or financial professionalsRegistered representativesWholesalersConsultantsOther professionals who recommend, sell or distribute insurance or financial productsExperience writing primarily for general B2B audiences or directly to consumers without insurance/financial services intermediary experience will not be sufficient for this role.QualificationsApproximately 3-7 years of relevant copywriting or content experienceExperience working for an insurance carrier, financial services organization, or B2B agency/consultancy serving insurance/financial services clients, particularly with Fortune 250 companies.Familiarity developing content designed to support a selling intermediary’s sales conversations, not just for general awarenessDemonstrated ownership and initiative, including the ability to move ambiguous work forward, communicate effectively with teammates and clients, and work well as part of a team with somewhat limited oversight.Excellent communication, presentation, facilitation, and relationship-building skills.Experience partnering with product, marketing, sales, subject matter experts and creative teamsCan adjust messaging based on an intermediary’s level of product and industry knowledgeProficiency using Microsoft Office Suite (Word, PowerPoint) and familiarity with AI productivity tools.Ability to manage multiple priorities, work independently, and consistently deliver high-quality work in a fast-paced, deadline-driven environment.Strong organizational skills and detail orientation is a must.Willingness to travel occasionally for client and internal meetings.ResponsibilitiesThe following are representative examples only — not a checklist of every creative assignment. In this role you will:Write audience-specific marketing and sales support content specifically designed for financial professionals such as advisors, brokers, consultants and insurance agents as well as limited end-client materials (businesses and consumers)Develop net-new content for sales and marketing presentations, video scripts and storyboards, digital campaigns, and supporting creative assets such as email journeys, Web landing pages, fact sheets, flyers, case studies, and product brochures/digital guidesEdit and rewrite prewritten client sales and marketing materials targeted to sales intermediaries and frontline sales teams, including case studies, sales guides and tools, complex sales ideas, financial illustrations, and annual reports, polishing copy to ensure clarity while balancing a sophisticated audience’s level of subject matter understandingDevelop sales support content for clients’ internal B2B sales teams, such as frequently-asked questions, handling objections, sales playbook and toolkit copy, sales and service trainingPerform market/competitive research to immerse in client problems and solutions, gain clear understanding of content and supplement client draft workActively listen to client and management requests to understand assignment specifics and deliver outstanding workUnderstand the needs of both the intermediary and the end customer they serveProofread and edit for complete accuracy and adherence to client brand, style guide and legal/compliance standardsDevelop and maintain strong relationships with client and Weber team members, including managers and peersAssist team leader, fellow copywriters and designers in producing strong creative, including information design direction for supplied copyWhat Success Looks LikeSuccess in this role means consistently delivering exceptional client work, building trusted relationships within and outside Weber, elevating our creative outputs, and strengthening Weber Associates’ marketing capabilities and portfolio. Successful associates may advance into senior creative team and/or account management roles if interested after 1-3 years if opportunities arise.Portfolio RequirementApplicants should be prepared to provide 2-3 relevant writing samples demonstrating experience writing for an agent, broker, advisor, financial professional or other like intermediary audience.These examples should be for insurance, retirement solutions, life or financial services organizations.Please indicate with each sample:Product/categoryIntended audienceType of deliverableYour specific role in developing the content