Full-Time

Health/Wealth Annuity Sales Director

Posted on 12/19/2024

Integrity

Integrity

501-1,000 employees

Fintech
Financial Services

Senior

Scottsdale, AZ, USA

Category
Strategic Account Management
Sales & Account Management
Required Skills
Marketing
Requirements
  • Retail sales and marketing of Medicare supplement products is required, annuities and/or investment product experience is a plus.
  • Demonstrate understanding of the Medicare Supplement insurance, annuity and/or securities industry, sales process, and distribution channels.
  • Insurance and security licensed.
  • The ability to work independently and to communicate clearly and concisely.
  • The ability to deliver effective presentations, workshops, and seminars to individuals and groups.
Responsibilities
  • Training internal wholesalers and advisors on the Annexus Health/Wealth product, features, and sales positioning by way of individual/group meetings.
  • Motivating currently successful Med Supp producers to learn a new product and how they can harness their existing and new knowledge to reach a new market with a new story.
  • Maintaining and growing existing relationships with Integrity IMOs, their internal wholesalers, and other intermediaries who manage the advisor relationships.
  • Ability to establish priorities, work independently and efficiently, seek out ways to provide value and support with internal IMO wholesalers and their agents/advisors.
  • Initially this will be individual contributor position to focus on this new opportunity, but has the potential to grow into a sales desk leadership position as we add more products and take on more advisors.

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

N/A

Headquarters

Oxford, Massachusetts

Founded

2006

Growth & Insights
Headcount

6 month growth

4%

1 year growth

22%

2 year growth

88%
Simplify Jobs

Simplify's Take

What believers are saying

  • Adoption of AI-driven underwriting can improve Integrity's policy issuance efficiency.
  • Personalized insurance products can help Integrity better serve niche markets.
  • Blockchain integration can enhance transaction security and client trust for Integrity.

What critics are saying

  • Increased competition in the Hispanic market may dilute Integrity's market share.
  • Integration challenges with recent acquisitions could lead to operational inefficiencies.
  • Regulatory scrutiny on acquisitions could impact Integrity's growth strategy.

What makes Integrity unique

  • Integrity's focus on Hispanic communities sets it apart in the insurance industry.
  • The company's annual toy drive demonstrates a strong commitment to social responsibility.
  • Integrity's acquisition strategy enhances its service offerings and market reach.

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