Internal Wholesaler

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products with a data and technology focus. We are an omnichannel insurtech company innovating insurance with a singular purpose: to help people protect their life, health and wealth so they can make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to making insurance simpler and more human, so everyone can plan for the good days ahead. Integrity’s 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit www.integritymarketing.com.

Why Work Here

Working at Integrity flat-out rocks. Why? Because we put people first — and we want you to thrive in a career that you love. We’re proud of our working environment and culture, where we reward your hard work and support your strong values.

Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready. Are you ready? At Integrity, we start with competitive compensation and just get better from there.

We love celebrating all your hard work with fun and swag — and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.

At Integrity, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:

• Generous PTO and holiday schedule, with extra time off for community service and your birthday
• Workplace perks galore: standing desks, subsidized lunches, game room, free snacks and drinks
• Multiple health insurance plans to choose from
• 401(k) with immediately vested employer matching
• Integrity-paid HSA contributions for eligible health plans
• Employee ownership program after one year, which grants meaningful ownership in Integrity’s ongoing success

Lion Street is searching for a Life Insurance Internal Wholesaler to provide internal support for our expanded Institutional Services business for life insurance sales activities.  Joining our experienced team of life insurance professionals, you will be responsible for providing product analysis, illustration and case design support to our sales vice presidents and independent advisory network.  This position will be based in Austin, TX with remote opportunities for the right candidate; and will offer relocation services to qualified candidates.

Job Description and Duties

In this position, you will be responsible for, but not limited to:

• Supporting producers and their team members in the area of product selection, case design and illustration fulfillment in conjunction with dedicated sales teams.

• Maintaining broad knowledge of life insurance products available from Lion Street carriers and assist firms upon request in navigating this landscape as part of the sales process.

• Providing training and assistance to firms in utilizing the product and sales resources available through Lion Street, which includes: - Tracker, Lion Street’s proprietary illustration system

- Grids and guides

- Product analytics

- Playbook sales ideas

• Proactively correspond with sales vice presidents and advisors, to share ideas and participate in team sales campaigns as assigned by management to help drive sales

• Work with Lion Street carriers and alliances to leverage existing product experts and resources.

Desired Skills and Experience

Qualified candidates must meet minimum job qualifications. Ideal candidate will have at least five or more years of experience in the life insurance industry. Strong candidates will have experience in case design, internal wholesaling and/or competitive intelligence preferred. Must have a broad knowledge of life insurance products and how they can be optimally designed to meet the needs of clients.  

In addition, qualified candidates will have an intermediate level expertise in using Microsoft Excel.  Understands the importance of being highly responsive and proactive with external account executives.  Enjoys working with producers and their staff /office.  You must possess Strong communication and customer service skills to succeed in this role.  Willing to take initiative, exhibit creative thinking and take ownership of cases. Self-starter with a strong desire to provide excellent results. Ability to excel in a dynamic, fast-moving company environment. Re