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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in content strategy and marketing, with a strong focus on SEO and AEO practices. Proficient in developing high-quality, audience-targeted content for financial services, leveraging AI tools to enhance production and visibility.
Highest-signal resume keywords
Content Strategy DevelopmentSEO ExperienceAEO KnowledgeAI Content ProductionFinancial Services Expertise
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Content MarketingWriting and EditingKeyword ResearchOn-Page OptimizationContent StructurePerformance TrackingPrompt EngineeringBrand-Voice GuidesAI-Assisted Editorial ProcessesSales Enablement Content Development
Soft Skills
CollaborationProject CoordinationCommunication
Tools & Technologies
HubSpotClaudeChatGPTJasperAI Content Workflows
Certifications & Qualifications
Bachelor's Degree in MarketingBachelor's Degree in JournalismBachelor's Degree in Communications
Industry Keywords
Financial ServicesFintechInsuranceB2B2C MarketingAdvisor MarketingCommunity BankingWhite-Label MarketingIULFIAMYGA
About the role
Key responsibilities & impact- Develop and maintain Everly's content strategy with the Head of Marketing and User Experience
- Translate strategic direction into executable content plans with owners, timelines, and measurable goals
- Own the editorial calendar across the Insights Library, advisor guides, partner-facing content, policyholder communications, and social channels
- Identify content gaps and opportunities using audience needs, competitive research, and search/AI visibility data
- Write and produce thought leadership content, white papers, product explainers, and co-branded partner content
- Develop advisor-facing sales enablement content, including objection handling guides, product narratives, and conversation frameworks
- Develop policyholder-facing communications
- Manage and brief the external content contractor while maintaining quality and brand voice
- Own SEO strategy, including keyword research, on-page optimization, content structure, and internal linking
- Build and execute AEO strategy for visibility in AI-powered answer engines such as ChatGPT, Perplexity, and Claude
- Optimize content using structured data, clear entity definition, authoritative sourcing, and direct, well-cited answers
- Track search and answer engine visibility metrics and adjust the content plan
- Educate the broader team on SEO/AEO best practices
- Design and implement AI-powered content production workflows using tools such as Claude, ChatGPT, and HubSpot AI
- Build and maintain prompt libraries, brand-voice guides, and AI content templates
- Use AI tooling to scale content output across formats, channels, and versions
- Ensure AI-assisted content meets quality, compliance, and brand standards
- Support campaign content, asset copy, project coordination, marketing planning, reporting, and cross-functional coordination with distribution, product, and compliance
Requirements
What you’ll need- 7+ years in content strategy or content marketing, with demonstrated experience in financial services, fintech, or insurance
- Bachelor's degree in Marketing, Journalism, or Communications
- Strong writing and editing skills for financial institution and advisor audiences
- Hands-on SEO experience, including keyword research, on-page optimization, content structure, and performance tracking
- Working knowledge of AEO and how AI answer engines surface and cite content
- Hands-on production experience with AI tools such as Claude, ChatGPT, Jasper, or equivalent
- Experience building or contributing to AI content workflows, including prompt engineering, brand-voice guides, and AI-assisted editorial processes
- Ability to operate effectively in a lean team environment
- Strongly preferred: experience in white-label, B2B2C, or channel marketing
- Strongly preferred: familiarity with advisor or community banking channels
- Strongly preferred: experience optimizing content for AI answer engines
- Strongly preferred: background in or exposure to insurance or annuity products, including IUL, FIA, or MYGA
- Strongly preferred: experience working with HubSpot at a content and workflow level
Benefits
Comp & perks- Annual incentive bonus designed to reward performance
- Flexible paid time off (PTO)
- Paid holidays, days of Significance, and a Volunteer Day
- Paid parental leave after 3 months of service
- Medical, Dental & Vision Insurance
- 401k with company match
- Profit Sharing & Savings Plan
- Short-term and long-term disability insurance
- Flexible spending account
- Life insurance
- Educational Assistance
- Associate Assistance Programs
