Financial Services Associate

Integrity Marketing Group•Austin, TX

9d•Onsite

About The Position

Financial Services Associate, Management Trainee Lion Street Austin, TX About Lion Street Lion Street, Inc. 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 financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. About Integrity Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products with a data and technology focus. We are an omnichannel insurtech company innovating insurance with a singular purpose: to help people protect their life, health and wealth so they can make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to making insurance simpler and more human, so everyone can plan for the good days ahead. Integrity’s 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit www.integritymarketing.com . Opportunities in the Financial Services Business The financial services industry offers diverse and rewarding career paths for professionals at every stage. At Lion Street, opportunities span multiple disciplines, all contributing to helping our clients secure their financial futures. This industry makes a tangible difference in people’s lives from protecting families and planning for retirement, to building wealth and achieving financial goals. Job Summary We are seeking a motivated and enthusiastic college graduate to fill the position of Entry-Level Financial Services – Management Trainee. This is an exciting opportunity for individuals looking to kickstart their career in the life insurance distribution business. Over 12 months, trainees rotate through key departments across our life insurance, annuities, and wealth management businesses. They will gain hands-on experience, strategic insights, and mentorship from our leadership team, firm owners, and advisors in the field all while contributing to real projects that drive Lion Street’s success. This position will be based out of our headquarters in downtown Austin, TX and will require an in-office presence Monday-Friday.

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.

Responsibilities

Rotate through our core departments in our life and wealth business, completing department-specific projects and responsibilities.
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 that will be 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 as needed, including documentation and record-keeping.

Benefits

Company sponsorship for securities and life insurance licenses.
Comprehensive training and mentorship from industry leaders.
Opportunities for professional development and growth.
A collaborative and inclusive workplace culture.
Competitive salary and benefits package.
A chance to make a meaningful impact in the lives of our clients and the community.
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