Email & Social Media Marketer to Help Us Activate a 6,000-Agent List (Life & Health / Medicare) - Contract to Hire
UpworkOverview
We’re an insurance agency looking for an experienced marketer to help us market to our existing list of ~6,000 licensed life & health agents. We have email addresses and phone numbers, and we want the right person to help us build a simple, compliant, repeatable marketing system—primarily through email marketing and social content/promotion.
We’re not 100% sure of the best approach yet—so we want someone who can recommend the plan and then execute it. I’d also like to learn the basics along the way, but my time is limited, so you’ll need to keep things efficient and organized.
Goal
Turn our agent list into a predictable pipeline of:
Registrations for recruiting webinars / local recruiting events
Agent opportunity inquiries (licensed & possibly unlicensed career-changers later)
Consistent engagement with our brand
What We Have
A list of ~6,000 life & health agents (emails + phone numbers)
A clear offer/opportunity and recruiting events/webinars (we’ll share details)
A brand/agency story and direction (we’ll provide core messaging and examples)
Willingness to move fast once we have the plan
What We Need You To Do
Audit & strategy (fast + practical)
Review our list + current assets
Recommend the best approach (email first, then social support, etc.)
Identify risks (deliverability, compliance, list hygiene) and how to handle them
Email marketing setup + execution
Suggest tools/workflow (Mailchimp, ActiveCampaign, etc.—open to recommendations)
Help with list hygiene/segmentation (basic is fine: geography, license type, engagement)
Write and build email campaigns (subject lines, body copy, CTA, follow-ups)
Set up automation sequences (welcome/intro, event invite, reminder, follow-up)
Track performance (open rate, CTR, replies, registrations)
Social media support (light but consistent)
Repurpose email themes into short posts (FB/IG/LinkedIn)
Provide a weekly content plan + simple posting assets/copy
Optional: help with boosting strategy (if we choose to run paid ads later)
Simple reporting + communication
Weekly update: what was done, results, what’s next
Keep it clean and organized (Google Doc/Sheet is fine)
Important Notes (Compliance + Deliverability)
We want messaging that is professional—not hype-y.
If you have experience with email deliverability (warming domains, sender reputation, avoiding spam flags), that’s a big plus.
Experience in regulated industries (insurance/financial/healthcare) is a plus.
Ideal Candidate
Strong English writing skills (email copy that feels human, not generic)
Proven experience with email marketing campaigns + basic automation
Comfortable recommending strategy and taking initiative
Organized, consistent communicator
Bonus: experience marketing to agents, insurance audiences, or B2B lists
We’re open to hiring from anywhere; Philippines-based candidates encouraged (we’ve had great experiences and value long-term relationships)
Project Type
Start with a 2–4 week paid pilot
If it’s working, this can become ongoing monthly work
Budget
Open to hourly or fixed price. Please propose
Your suggested pilot scope (what you’ll deliver in 2–4 weeks)
Your cost for that pilot
Expected weekly time commitment
To Apply (Please Answer These 6 Questions)
Which email platforms have you used most (Mailchimp / ActiveCampaign / Klaviyo / others)?
Share 1–2 examples of email sequences you’ve built (screenshots or descriptions are fine).
How do you approach deliverability for a list like this (6,000 contacts)?
If we want event registrations, what email sequence would you run first (high-level outline)?
What open rate / click rate would you consider “healthy” for a cold-ish list like ours?
Confirm your availability for a weekly check-in (15–20 minutes).
Start
We’re ready to start immediately with the right person.
Job Type
- Job Type
- Contract
- Location
- United States
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