Wanted: Financial Wordsmith Who Turns Insurance Jargon Into Page-Turning Prose

We are a specialized marketing agency that creates compelling content and automated inbound marketing systems for financial services professionals. We work exclusively with financial advisors, insurance specialists, and wealth management firms to help them educate clients and attract new business through high-quality, engaging content.

Our writing must translate complex financial concepts into clear, actionable information that builds trust and demonstrates expertise. Our clients rely on us to create blogs, email newsletters, landing pages, and lead magnets that speak to their audience's needs and concerns with authority and clarity.

The Opportunity

Do you find joy in transforming complex financial concepts into compelling stories that actually get read? Can you seamlessly switch between SEO-optimized blog posts and conversion-focused landing pages without missing a beat?

Have you spent at least a decade honing your craft, watching lesser writers come and go while you've consistently delivered excellence?

We're looking for a unicorn. A writer who doesn't just understand financial services but genuinely enjoys explaining whole life insurance in ways that make readers lean forward instead of dozing off.

You're not just a writer—you're an inbound marketing strategist who understands the entire customer journey. You know exactly how a blog post feeds into an email sequence, how a landing page connects to a lead magnet, and how each piece fits within the larger inbound methodology. You can map content to buyer personas and buying stages without breaking a sweat.

You're already using Claude or other AI tools daily, not because you're lazy, but because you're smart enough to leverage technology while maintaining your unique voice. You've built systems that amplify your creativity rather than replace it.

Your bookshelves are bursting with dog-eared volumes on human psychology, writing, marketing, personal finance, and more because you're insatiably curious. You don't just read books; you devour them, highlight them, and actually apply what you learn.

When you tell us you'll deliver something by Friday, we can forget about it until Friday when it appears—polished, proofed, and ready for the client. You lose sleep over misplaced commas and wouldn't dream of submitting work that wasn't meticulously researched and fact-checked.

Clients love talking to you because you ask insightful questions that make them think differently about their own businesses. You're equally comfortable conducting an interview with a CEO or crafting a comprehensive inbound strategy that delivers measurable results.

If you're nodding along thinking, "This is exactly who I am," then we should talk. We serve financial professionals who are changing lives through thoughtful financial strategies, and we need someone who can help them shine.

The work is challenging. The clients are demanding. But the satisfaction of creating content that actually matters to people's financial wellbeing? That's the real reward (along with excellent compensation, of course).

Are you ready to join a team where your obsession with details, your financial knowledge, and your inbound marketing expertise will be truly appreciated?

Here's How to Apply:

Create a 1,000-1,200 word article titled "How to Use Whole Life Insurance to Build Intergenerational Wealth" using Claude or another AI assistant of your choice. The article should incorporate concepts from the book What Would the Rockefellers Do? by Garrett Gunderson while demonstrating your ability to effectively collaborate with AI.

Click here to download the book now.

Requirements:

Screen Recording: Record your entire process from start to finish, showing:

  • How you plan your article

  • Your interactions with the AI assistant

  • Your editing and refinement process

  • Your final review and polishing

AI Collaboration:

  • Show how you craft effective prompts to get quality output

  • Demonstrate critical evaluation of AI responses

  • Show how you refine and improve AI-generated content

  • Explain your reasoning for major edits or restructuring

Deliverables:

1. The screen recording of your complete process (30-45 minutes max)

2. The final article in a Google Doc or Word document

Evaluation Criteria:

You'll be evaluated on:

1. Quality of the final article (clarity, accuracy, value to readers)

2. Effectiveness of AI collaboration (prompt quality, critical evaluation)

3. Editing and refinement skills

4. Ability to explain complex financial concepts in accessible terms

5. Professional presentation and attention to detail

Please note: This task is designed to evaluate both your writing skills and your ability to effectively use AI as a tool. We're looking for writers who can maintain their unique voice and expertise while leveraging AI to enhance their work.

Complete the form to apply now:

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