Vice President, Sales

Integrity•Portland, OR

About The Position

Lion Street provides independent financial advisors—many with roots in the life insurance industry—with financial products, intellectual capital, and specialized resources to meet the sophisticated financial-planning needs of high-net-worth and corporate clients. Founded in 2010, Lion Street is managed by experienced industry veterans and was purchased by Integrity in January 2022. The Vice President, Sales will manage and build upon a book of business for Lion Street Private Client (LSPC). The role is intended for an experienced candidate who has averaged more than $1 million in annual target life premium and understands sophisticated clients, products, and advisors. The successful candidate will support Lion Street firms and their advisors, develop institutional relationships and sales opportunities, and provide service throughout the sales process. Integrity is an independent distributor of life, health, and wealth insurance products with an insurtech focus. It describes its purpose as helping people protect their life, health, and wealth so they can prepare for the good days ahead. Integrity offers a family-like work environment, professional opportunities, and a competitive compensation package with benefits.

Requirements

Average more than $1 million in annual target life premium.
Five to ten years of experience wholesaling to institutions, including wire houses, national and regional banks, P&C firms, and RIA firms.
Strong experience with client point-of-sale interactions.
Expertise in identifying, recruiting, and cultivating new institutional relationships from scratch.
In-depth knowledge of life products, planning concepts, and compliance standards for the institutional marketplace.
Ability to work with Lion Street carriers and alliances to leverage product experts and resources for the benefit of firms.
Strong communication and customer service skills.
Willingness to take initiative, think creatively, and take ownership of opportunities.
Self-starter attitude and a strong desire to deliver excellent results.
Ability to excel in a dynamic, fast-moving company environment.

Nice To Haves

Industry certifications such as CLU, ChFC, or CFP.
Series 6, 7, 24, and 63 licenses, and Life, Accident & Health licenses.

Responsibilities

Offer sales and case-design support to Lion Street firms and their advisors.
Correspond with Lion Street firms to share ideas and participate in team recruitment and sales campaigns assigned by management to help drive company results.
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.
Use Lion Street’s CRM to maintain appropriate records and sales reporting.
Deliver 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.