Vice President, Sales
About the role
Lion Street provides elite independent financial advisors, many with backgrounds in life insurance, access to financial products, intellectual capital, and specialized resources. Based in Austin, Texas, Lion Street was founded in 2010 and acquired by Integrity Marketing Group in January 2022. For more information, visit www.lionstreet.com.
Responsibilities
- Offer sales and case design support to financial institutions and advisors.
- Correspond with Lion Street firms to share ideas and participate in team recruitment and sales campaigns.
- Build and strengthen partnerships with independent producers, institutional clients, branch managers, and insurance specialists.
- Collaborate with internal teams and Lion Street partnership carriers to recommend products and pricing strategies.
- Utilize Lion Street’s CRM to maintain appropriate records and sales reporting.
- Deliver exceptional support before, during, and after the sale to deepen relationships with producers and clients.
- Develop strategic client profiles to identify and pursue new sales opportunities.
- Perform additional duties as needed to support overall business goals.
Requirements
- 5 - 10 years experience wholesaling to institutions, including wire houses, national and regional banks, P&C, and RIA firms.
- Strong experience in client point-of-sale interactions.
- Depth of knowledge and understanding of life products, planning concepts, and compliance standards for the institutional marketplace.
- The ability to work with Lion Street carriers and alliances to leverage existing product experts and resources for the benefit of the firms.
- Strong communication and customer service skills.
- A self-starter attitude and strong desire to provide excellent results.
- Ability to excel in a dynamic, fast-moving company environment.
- Series 6 and 7 licenses required.
- Licenses: 24, 63, and Life, Accident & Health preferred.
- Industry certifications such as CLU, ChFC, or CFP preferred.
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 serves agents and clients alike. They are 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 a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. For more information, visit integrity.com. Integrity is an Equal Opportunity employer.