Financial Services Associate

About the Role

We are seeking a motivated and enthusiastic college graduate to fill the position of Entry-Level Financial Services Associate – Management Trainee. This is an exciting opportunity for individuals looking to kickstart their career in the life insurance distribution business. Over 12 months, trainees will rotate through key departments across our life insurance, annuities, and wealth management businesses, gaining hands-on experience, strategic insights, and mentorship from our leadership team, firm owners, and advisors in the field.

Responsibilities

• Rotate through core departments, completing department-specific projects and responsibilities, including:
• Marketing – Contribute to campaigns, digital strategy, and brand messaging.
• Sales – Learn recruiting process, research potential clients, and understand the value of financial products.
• Case Management – Learn end-to-end policy process, tracking, and client service.
• Finance & Accounting – Gain insight into premiums, commissions, and financial reporting.
• Annuities – Explore fixed, indexed, and variable annuities and how they serve retirement goals.
• Case Design / Advanced Markets - Develop customized insurance and wealth strategies.
• New Business – Understand onboarding, policy issuance, and operational workflows.
• Sales Operations – Support CRM optimization, pipeline analytics, and sales initiatives.
• Underwriting – Observe risk assessment, decision-making, and underwriting guidelines.
• Broker Dealer & Wealth Management – Dive into advisory services, compliance, and holistic planning.
• 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, 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.

Benefits

• Competitive salary and benefits package.
• Medical, Dental, Vision Benefits.
• 401K with company match when eligible.
• Generous PTO and holiday schedule, with extra time off for community service and your birthday.
• Opportunities for professional development and growth.
• Company sponsorship for securities and life insurance licenses.

About Lion Street

Lion Street provides elite independent financial advisors, many of which have roots in the life insurance industry, 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. It was purchased by Integrity Marketing Group in January of 2022. For more information, visit www.lionstreet.com.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products. With a strong insurtech focus, Integrity embraces a broad and innovative approach to serving agents and clients alike. Driven by a singular purpose—to help people protect their life, health, and wealth—Integrity offers a family-like, rewarding, and cutting-edge work environment. Headquartered in Dallas, Texas, Integrity supports hundreds of thousands of independent agents serving millions of clients nationwide. For more information, visit www.integrity.com.