Jobs at Integrity Marketing Group, LLC

Serve as the companys first point of contact by answering and screening calls, greeting visitors, taking and relaying messages, scheduling appointments, performing data entry, accepting packages, and handling general clerical duties to keep the virtual office running.

Manage incoming life insurance applications and documentation: triage team inbox, enter data into company systems, file and pre-populate applications, verify agent licensing, mail policies, and support process improvements and special projects.

Execute buy/sell orders across equities, fixed income, ETFs, mutual funds, and options; manage and rebalance proprietary and sub-advised portfolios; research market trends and regulatory issues; process post-trade reconciliation and error corrections; collaborate with portfolio management, compliance, and stakeholders to implement model changes and support investment strategy execution.

Drive investment growth by building and deepening advisor relationships, supporting onboarding and training, partnering with product providers, running investment analysis and proposals, delivering targeted campaigns, and producing AUM and activity reporting to support business development.

Lead development and execution of sales strategy for Medicare and life/health products. Manage and coach multi-state sales and administrative teams, design onboarding and training, ensure CMS and carrier compliance, set KPIs and reporting, collaborate on marketing and lead strategies, and drive agent productivity, retention, and revenue growth.

Lead revenue recognition accounting for Health and Life businesses under ASC 606. Prepare month-end journal entries, reconciliations, LTV and contract asset reporting, cost of revenue analysis, disclosures, and ICFR/SOX compliance. Collaborate with Sales Ops, Commissions, FP&A, IT, and external auditors. Use analytics to identify variances and drive process improvements.

Provide high-level administrative support to multiple executives including complex calendar management, travel booking and expense reports, meeting preparation, presentation creation using Microsoft Office, event logistics coordination, and confidential handling of sensitive information. Act autonomously to manage ad hoc initiatives and ensure smooth executive operations.

Support Finance by administering and enhancing finance systems (NetSuite and similar). Troubleshoot user issues, manage SOX-compliant user roles, maintain integrations and data quality, create reports/advanced queries, provide training/documentation, collaborate with IT on enhancements, and support audits.

Summer web developer intern building and updating WordPress sites from design mockups, using Elementor/custom HTML/CSS, assisting with launches, troubleshooting, basic SEO, hosting (WP Engine/GoDaddy), and supporting client-facing live websites under marketing team guidance.

Manage day-to-day compliance for Medicare, life, and annuities sales: agent oversight, audits, material reviews, carrier coordination, CMS HPMS filings, training, reporting, and risk mitigation across Copeland field operations.

Lead onshore and offshore accounting teams, oversee journal entries, reconciliations, and variance analysis using BlackLine and NetSuite. Ensure timely weekly/monthly close, support audits, drive process improvements, train staff, monitor KPIs, and handle complex accounting projects across business units while fostering a positive team culture.

Lead efforts to grow Indexed Universal Life (IUL) sales by building infrastructure, recruiting direct agents to HFG, and driving increased revenue from the IUL product line.

Senior individual contributor owning multi-year product vision and market strategy for the Life Insurance line (term, whole, universal, IUL, annuities). Drive carrier technology partnerships, prioritize integrations and data exchange, influence product roadmaps with GPMs and Sales, lead market and regulatory intelligence, and support go-to-market and sales enablement. Represent product strategy externally at industry events and internally to executive stakeholders.

In-office wholesaler responsible for recruiting and qualifying financial advisors using a defined marketing plan. Maintain and document a pipeline of leads, learn and present Quantum products across accumulation, income and death benefits, coordinate calls/webinars, and execute outbound prospecting to build advisor relationships.

Perform premium and general accounting tasks including preparing and recording cash receipts, deposits, check requests, and journal entries. Reconcile cash logs and claims registers, maintain imaging and spreadsheet records, process RDC deposits, and coordinate with Customer Service and New Business for research and premium reversals.

Provide administrative and customer service support to a sales agent: answer calls, interview clients about prescriptions, enter data into databases, scan and email documents, mail materials, run client lists, meet clients in person or virtually, and assist with enrollments. Learn systems and become health insurance licensed within five months.

Serve as the primary contact for new representatives/advisors, manage onboarding and training schedules, coordinate with departments, review and forward transition account packets and change-of-broker requests, maintain tracking and onboarding systems, update forms and workflows, and lead process improvements to ensure smooth transitions.

Lead financial accounting activities including reconciliations, weekly/monthly close tasks, cash reporting, audit support, and integration tracking. Manage and mentor direct and offshore teams, engage business units to resolve variances, maintain internal controls, and drive accurate financial reporting and process improvements.

Lead employment litigation and dispute resolution, manage outside counsel, advise HR and business leaders on sensitive personnel matters, draft and update policies and training, ensure compliance with federal and state employment laws, and develop litigation strategy to minimize risk.

Lead institutional life insurance wholesale efforts, build and manage a book of business, support case design and sales campaigns, recruit and cultivate institutional relationships, collaborate with carriers and internal teams, use CRM for reporting, and deliver client and producer support to drive growth.