Case Design Specialist

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 health and wealth so they can be ready for the good days ahead.

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.

Overview
Lion Street, a financial services distribution firm, is searching for a Life Insurance Advanced Case Designer and Product Specialist to provide internal and agent support for life insurance sales activities Joining our team of other experienced life insurance professionals, you will be responsible for providing product illustration and advanced case design support/resources to owner-firms to drive sales through Lion Street.

Job Duties

• Work with producers and their staff on client cases in conjunction with dedicated sales teams for advanced case design consultation.

• Maintain broad knowledge of life insurance product landscape as it pertains to available products, carrier illustration software, marketing resources, sales ideas, as well as advanced markets planning techniques and strategies, etc.

• Provide training, assistance and promotion to owner-firms in utilizing the product resources available through Lion Street including

Tracker, Lion Street’s proprietary real-time pricing/customizable benchmarking system

Grids and guides
Product analytics
Playbook sales ideas
Advanced markets resources and strategic alliances

• Facilitate and contribute to projects related to the creation, expansion and execution of advanced tools/resources designed to help Lion Street owners navigate the breadth of products available in the marketplace and apply them in meeting sophisticated client needs including

Maintaining and expanding the product/advanced sales playbook,
Creating and maintaining grids and guides on specific advanced markets topics, carriers, product analytics and features,
Contributing to and/or writing about product/carrier reviews, advanced markets strategies, tax law updates, etc.

• Responsible for proactive outreach to firms with ideas and training to help drive sales, extract market intelligence to assist in development of tools, resources and/or processes to enhance the firms’ relationship and experience with Lion Street.

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

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

Desired Skills and Experience

• 5+ years of experience in life insurance industry; Advanced markets, Case design, internal wholesaling and/or competitive intelligence preferred

• Broad knowledge of life insurance products and landscape of offerings

• Understanding of how life insurance products can be designed and utilized to meet the needs of clients in the high net worth and advanced planning marketplace

• Comfortable conducting analysis of and writing about life insurance products

• Highly responsive and proactive with field sales people

• Genuine enjoyment of working with producers and their staff

• A doer looking for innovative environment where impact of efforts can be immediately seen and where few obstacles exist to being able to apply skills and talents

• Strong communication and customer service skills

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

• Self-starter attitude and strong desire to provide excellent results

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

In exchange for your hard work and dedication, we offer:

• Competitive compensation package

• Medical, dental, vision and life insurance

• Voluntary disability

• Paid time off

• 401K with company match

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. 

Integrity Marketing Group, 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 Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities 

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