Full-Time
Investment Services Relationship Manager
Posted on 5/9/2026
Integrity
1,001-5,000 employees
Life and health insurance distribution network
No salary listed
Grimes, IA, USA
In Person
 Finance & Banking (1) |
|---|
- Alignment with and embodiment of our Core Values.
- Outstanding verbal and written communication skills.
- A strong customer-service mindset and passion for advisor success.
- High attention to detail and the ability to excel in a fast-paced, dynamic environment.
- Strong organizational skills with the ability to prioritize multiple initiatives.
- Minimum of 3 years in the securities industry with direct experience in a broker-dealer, RIA, or insurance environment.
- Familiarity with multiple clearing platforms (TD Ameritrade, Schwab, Pershing) and Access systems.
- Bachelor’s degree and 3–5 years related experience OR 4–6 years relevant industry experience/training.
- Series 6/7 and 65/66 preferred; required within 6 months of hire.
- Proactively engage financial advisors through strategic phone outreach and email communication.
- Serve as a trusted resource—answering planning and product questions, consulting on case design, and guiding advisors through investment strategies.
- Conduct investment analysis, run proposals, and provide insights that help advisors position offerings with confidence and clarity.
- Maintain strong relationships with mutual fund companies, variable/fixed annuity carriers, TAMPs, and retirement plan providers.
- Gather product intelligence, marketing materials, and selling agreement details to equip advisors with best‑in‑class resources.
- Develop and deliver targeted in‑person and email campaigns designed to grow BD/RIA investment business.
- Collaborate on creating marketing materials, presentations, and sales tools for advisor use in client meetings and day‑to‑day operations.
- Participate in ongoing training programs for new advisors joining Integrity Alliance.
- Maintain and enhance training resources covering investment products, clearing firm technology, and third‑party tech platforms.
- Produce monthly AUM reports, track daily/weekly AUM activity, and highlight new business wins.
- Support leadership with accurate and timely reporting that informs strategic decisions.
Integrity Marketing Group builds and supports a large network of life and health insurance agents and agencies by acquiring or partnering with independent marketing organizations (IMOs) across the United States. It distributes a wide range of life and health insurance products, plus retirement solutions, with a focus on serving the senior market. Its core product is a proprietary platform that provides marketing support, data analytics, and technology tools to help its partner network operate more efficiently and grow sales. Revenue comes mainly from commissions on policies sold through its network. Compared with competitors, Integrity combines a scalable agent-network model with an integrated technology and marketing platform, allowing partners to access resources, analytics, and support at scale. The company’s goal is to help its partners expand their business, increase sales to the expanding senior population, and grow its footprint through strategic partnerships and acquisitions.
Company Size
1,001-5,000
Company Stage
Growth Equity (Non-Venture Capital)
Total Funding
$1.2B
Headquarters
Oxford, Massachusetts
Founded
2006
Simplify's Take
What believers are saying
- Ryan Kocher from Cigna appointed SVP Medicare Advantage in 2026.
- Chris Cassidy from LPL named SVP Integrity Wealth managing $55B.
- Acquires Quantum Group bolstering annuities and life insurance.
What critics are saying
- DOJ antitrust scrutiny halts deals post-AIMCOR acquisition.
- TCPA class actions proceed after court denies Integrity's dismissal.
- IUL fraud lawsuits allege misleading senior retirement sales practices.
What makes Integrity unique
- Acquires AIMCOR on January 13, 2026, adding national scale.
- Partners with LMT Financial on May 20, 2025, enhancing agent tech.
- Targets Hispanic communities via Gosen Insurance Group partnership.
Help us improve and share your feedback! Did you find this helpful?
Your Connections
People at Integrity who can refer or advise you
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Professional Development Budget
Conference Attendance Budget
Paid Sick Leave
Paid Holidays
Flexible Work Hours
Remote Work Options
Company News
Integrity, a distributor of life and health insurance and wealth management solutions, has appointed Christopher Cassidy as Senior Vice President of Integrity Wealth. Cassidy will report to Craig Walling, President of Integrity Wealth, to lead growth strategy for the company's holistic life, health and wealth business model. Cassidy brings extensive wealth management experience from senior roles at LPL Financial, Wells Fargo Private Wealth and Bank of America Merrill Lynch. At LPL Financial, he served as Senior Vice President of the Institutional Division, forging enterprise partnerships and integrating new advisors post-acquisition. At Wells Fargo, he led the Private Wealth division's Southwest region. Integrity Wealth currently manages over $55 billion under management and advisement, offering advisors technology, support and guidance through its integrated platform.
Integrity, a US life and health insurance distributor, has appointed Ryan Kocher as senior vice president of Medicare Advantage for Integrity Health. Kocher brings over 20 years of healthcare leadership experience to oversee the company's Medicare market position. Kocher joins from The Cigna Group, where he spent more than two decades in progressive executive roles. Most recently, he served as chief growth officer of Cigna's Medicare business, leading 800 employees and overseeing sales, marketing, analytics and customer experience nationwide. He also led record-breaking growth initiatives for Group Medicare and Supplemental Benefits businesses. In his new role, Kocher will manage carrier partnerships, streamline operations, expand Integrity's health product portfolio and lead collaboration on Medicare strategy development. He holds a business administration degree from the University of Richmond.
Integrity has acquired AIMCOR in a blockbuster deal that adds further scale to the company. The acquisition was announced on 13 January 2026. No further details about the transaction terms, strategic rationale or financial impact were disclosed in the available information.
Integrity's innovative technology and holistic approach to life, health and wealth protection and planning will help LMT Financial agents deliver comprehensive solutions to clients DALLAS, May 20, 2025 /PRNewswire/ -- Integrity, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has partnered with LMT Financial, an independent marketing organization based near Orlando, Florida, and led by Jonathan Mason. Financial details of the partnership were not disclosed
Integrity Marketing Group, LLC has announced its acquisition of The Quantum Group, an independent distribution company based in Scottsdale, Arizona. Ron Shurts and Jim Maschek will continue to lead Quantum's operations and serve as Managing Partners at Integrity. The acquisition aims to enhance Integrity's offerings in life and health insurance, as well as wealth management. Financial details were not disclosed. Quantum's expertise in fixed indexed annuities and life insurance will complement Integrity's platform.