B2B Copywriter-Insurance & Financial Services

Job Description

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 insurance
• Life insurance and annuities
• Retirement solutions
• Related insurance or financial services products

Candidates 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 materials
• Sales presentations and pitch materials
• Training and sales enablement materials
• FAQs, objection-handling content and talking points
• Thought leadership and educational content
• Sales guides, playbooks and toolkits
• Case studies and complex sales ideas
• Email campaigns and nurture journeys
• Web and landing page copy
• Video scripts and storyboards

The 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 insurance
• Life insurance
• Annuities
• Retirement solutions
• Closely related insurance or financial services categories

Audience experience: Demonstrated experience creating content for one or more intermediary/distribution audiences, such as:

• Independent or captive insurance agents
• Insurance brokers
• Financial advisors or financial professionals
• Registered representatives
• Wholesalers
• Consultants
• Other professionals who recommend, sell or distribute insurance or financial products

Experience writing primarily for general B2B audiences or directly to consumers without insurance/financial services intermediary experience will not be sufficient for this role.

Qualifications

• Approximately 3-7 years of relevant copywriting or content experience
• Experience 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 awareness
• Demonstrated 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 teams
• Can adjust messaging based on an intermediary’s level of product and industry knowledge
• Proficiency 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.

Responsibilities

The 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 guides
• Edit 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 understanding
• Develop sales support content for clients’ internal B2B sales teams, such as frequently-asked questions, handling objections, sales playbook and toolkit copy, sales and service training
• Perform market/competitive research to immerse in client problems and solutions, gain clear understanding of content and supplement client draft work
• Actively listen to client and management requests to understand assignment specifics and deliver outstanding work
• Understand the needs of both the intermediary and the end customer they serve
• Proofread and edit for complete accuracy and adherence to client brand, style guide and legal/compliance standards
• Develop and maintain strong relationships with client and Weber team members, including managers and peers
• Assist team leader, fellow copywriters and designers in producing strong creative, including information design direction for supplied copy

What Success Looks Like

Success 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 Requirement

Applicants 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/category
• Intended audience
• Type of deliverable
• Your specific role in developing the content