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About the Role
This is an exciting opportunity for individuals looking to kickstart their career in the life insurance distribution business. Over 12 months, trainees rotate through key departments across our life insurance, annuities, and wealth management businesses. They will gain hands-on experience, strategic insights, and mentorship from our leadership team, firm owners, and advisors in the field all while contributing to real projects that drive Lion Street’s success.
Responsibilities
- Rotate through core departments in life and wealth business, completing department-specific projects and responsibilities.
- Complete curriculum to receive life insurance licenses and securities sponsored by Lion Street.
- Visit and work with local Lion Street firms and their advisors to understand all aspects of the business.
- Support senior team members in client interactions and relationship management.
- Participate in training sessions and mentorship programs to enhance industry knowledge and skills.
- Collaborate with cross-functional teams on projects and initiatives.
- Conduct research and analysis to support strategic decision-making.
- Provide administrative support as needed, including documentation and record-keeping.
Requirements
- Bachelor’s degree in Finance, Business Administration, or a related field.
- Strong interest in the life insurance industry and eagerness to learn.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a team-oriented environment.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Strong analytical and problem-solving abilities.
Skills
- Marketing campaigns
- Digital strategy
- Brand messaging
- Recruiting process
- Client research
- Financial product value
- Policy process
- Client service
- Financial reporting
- Annuity exploration
- Insurance and wealth strategies
- Onboarding
- Policy issuance
- Operational workflows
- CRM optimization
- Pipeline analytics
- Sales initiatives
- Risk assessment
- Underwriting guidelines
- Advisory services
- Compliance
- Holistic planning
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Analytical skills
- Problem-solving skills
Location
- Downtown Austin, TX
Work Type
- In-office presence Monday-Friday
- Full-time
Experience Level
- Entry-Level
- Management Trainee
Education Level
- Bachelor’s degree
Salary/Compensations
- Competitive salary
Benefits
- Competitive benefits package
- Medical, Dental, Vision Benefits
- 401K with company match when eligible
- Generous PTO and holiday schedule
- Extra time off for community service and birthday
- Opportunities for professional development and growth
- Company sponsorship for securities and life insurance licenses
About the Company
- Lion Street provides elite independent financial advisors access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients.
- Founded in 2010, Lion Street is managed by a team of experienced industry veterans.
- Purchased by Integrity Marketing Group in January of 2022.
- Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products.
- Integrity has a strong insurtech focus and embraces 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 the opportunity to start a career in a family-like environment that is rewarding and cutting edge.
- Integrity puts its people first.
- Integrity is a hyper-growth company with tons of professional opportunities.
- Integrity offers 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.
Equal Opportunity
- 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.
- Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.