Annuities Case Designer

Integrity Marketing Group • Austin, TX

1d • Onsite

About The Position

Lion Street, Inc., an Integrity company, is a privately held financial services distribution company based in Austin, Texas. 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. 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.

Requirements

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

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees