Our annuity business is expanding, and we are seeking to continue to develop credibility and expertise in this line of business.  We are now focused on taking our affiliated owner-firms to a new level of success in the Annuities market by adding a sales & design position to assist them in identifying and closing new opportunities.

This expertise along with a demonstrated track record of driving annuity sales by marketing sophisticated planning ideas for high-net-worth clients and identifying opportunities within their existing book of business. This position will also be work with our carrier partnerships to build marketing plans to drive sales and identify new firms to incorporate annuities into their life insurance & wealth management businesses. 

Job Responsibilities

• Work with sales professionals at Lion Street owner firms to bring them annuity planning and product ideas, identify opportunities within their existing relationships, and help grow their annuity business with Lion Street.

• Work opportunities alongside the sales professional providing the subject matter expertise in areas of annuity concepts, product selection and product features that address client goals and objectives

• Coordinate with Lion Street Sales VP’s on targeting select firms for annuity sales opportunities and track our engagement on the Lion Street CRM

• Integrate with the Lion Street Advanced Marketing & Design teams for a consistent approach to promoting planning and product ideas

• Ability to help our sales professionals “close” the deal with the client   

• Maintain a highly responsive and proactive relationship with sales professionals

• Work with Lion Street carriers and alliances to leverage existing product experts and resources to assist owner-firms where applicable

• Present and speak at various Lion Street and related meetings and calls

• Maintain broad knowledge of life insurance products as it pertains to resources, products and strategies to support Annuities sales

• Evaluate, develop and implement future strategies on how to further scale Lion Street’s annuity business

Desired Skills and Experience

• 8+ years of experience in the Annuities and life insurance industry

• Broad knowledge of annuity carriers and product offerings, both fixed and variable

• Broad knowledge of annuity distribution and their offerings

• Experience building and/or bringing annuity products to market

• Familiarity with how life insurance products can be designed and utilized to meet the needs of clients in the business and executive benefit markets

• Experience in analyzing, preparing and explaining presentations that address the clients’ needs

• Effective communication skills including writing, speaking and presenting on a variety of annuity related topics

• Motivated and willing to take initiative, exhibit creative thinking and take ownership of cases/projects

• Ability to excel in a dynamic, fast-moving company environment 

• Expertise in Microsoft Office (specifically Excel)

Benefits

This position will have a compensation package and eligible for benefits. 

We work to maintain the best possible environment for our employees, where people can learn and grow with the Company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.