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Integrity · 4 hours ago

Annuities Case Designer

Austin, TX

Full-time

Onsite

Senior Level

5+ years exp

Lion Street, a financial services distribution firm, is searching for an Annuity Case Designer and Product Specialist to provide internal and agent support for annuity 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.

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Responsibilities

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

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

Qualification

Life insurance experienceAnnuities knowledgeAdvanced case designCompetitive intelligenceProduct illustrationCustomer service skillsProactive attitudeCommunicationCreative thinkingSelf-starter

Required

Broad knowledge of life insurance and annuities products and landscape of offerings

Understanding of how annuities 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

Resides in or willing to relocate to Austin, TX

Preferred

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

Benefits

Generous PTO and holiday schedule, with extra time off for community service and your birthday

Workplace perks galore: standing desks, onsite gym, 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, which grants meaningful ownership in Integrity’s ongoing success

Company

Integrity

Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Founded in 2006

Dallas, Texas, USA

5001-10000 employees