Jobs at Integrity Marketing Group, LLC

Full-cycle talent acquisition role partnering with hiring managers to write job postings, source and screen candidates, conduct interviews, manage ATS and recruiting channels, track hiring metrics, and support recruiting projects to deliver a consistent, inclusive candidate experience.

Provide customer service support to financial advisors by processing new account applications, account changes, and service requests; enter client data into the firm's books and records; resolve incomplete or bad-order applications via phone and email; assist with regulatory mailing obligations and other assigned operational duties.

Provide customer service support to financial advisors by processing new account applications, account changes, and service requests; resolve incomplete orders via phone/email; enter client data into books-and-records systems; facilitate regulatory mailing obligations; assist advisors and support firm compliance; perform other assigned duties.

Lead and grow a down-line of independent insurance agents by recruiting, onboarding, training, servicing, and retaining top agents. Perform personal sales when directed, attend management meetings, meet sales objectives, and complete administrative duties.

Support implementation and management of compliance policies, downstream partner oversight, and compliance training. Maintain relationships with vendors, auditors, regulators, and review consumer-facing website and marketing for CMS/Medicare compliance. Assist Compliance Manager with audits and miscellaneous duties.

Full-cycle Talent Acquisition Partner who partners with hiring managers to write job postings, source and screen candidates via LinkedIn/Indeed/ATS, conduct interviews, track hiring metrics, and deliver a consistent, inclusive candidate experience while supporting recruiting projects and process improvements.

Lead multi-year product strategy for Wealth Management, partnering with GPMs, custodian and platform technology teams to define integrations, roadmaps, and GTM plans. Drive market and regulatory intelligence, represent product externally, and influence cross-functional teams to prioritize advisor-facing features that support AUM growth, advisor adoption, and retention.

Lead product vision, roadmap, and backlog for enterprise platforms (notably the Enterprise Data Warehouse). Drive strategy, prioritize work, lead discovery, align stakeholders, mentor Product Owners, partner with analytics and engineering, and ensure delivery of measurable business outcomes using agile practices.

Manage recruitment and growth of agents/agencies with emphasis on Medicare and ACA products. Provide field sales support, training, carrier engagement, and cross-department collaboration. Develop market strategies, create marketing collateral, track campaign effectiveness, and serve as SME on sales systems and reporting to optimize agent acquisition and performance.

Process and manage in-force insurance policy requests for agents and clients, liaise with carriers, verify and update forms, track cases in internal AMS/CRM, provide timely status updates, perform basic phone queue work, and ensure compliance with state and federal and carrier requirements.

Provide front-desk and administrative support: greet clients, manage multi-line calls, schedule appointments, maintain CRM and compliant records (HIPAA), prepare documents, manage supplies, and assist agents with files and outreach.

Support research staff on secondary government data projects, survey programming, data collection/panel management, and reporting. Assist with client and syndicated project deliverables and maintain records; attend company meetings.

Provide administrative and research support to the team: assist with routine tasks, data entry and basic analysis, prepare presentations and reports, attend meetings, maintain organized files, and collaborate on assigned projects while learning tools and processes.

Support daily department operations through administrative tasks, data entry and analysis, research, meeting participation, preparing presentations/reports, and collaborating with staff on projects while learning tools and processes.

Coordinate and process licensing and contracting documentation so agents are appointed with carriers and can write business. Maintain carrier requirements knowledge, use internal software, liaise with carriers and advisors, and advise on contracting and commission practices while supporting agent onboarding and payment setup.

Process and reconcile retirement plan transactions (contributions, distributions, loans, transfers), maintain participant and plan records, perform quality control, resolve operations issues, support documentation, and propose process improvements to ensure compliance and timely daily processing.

Develop and service brokerage agents in a regional territory: recruit, train, and retain brokers; conduct outbound calls and webinars; follow up on appointments and attendees; assist lead development, advertising, and administrative tasks including processing agent contracts and licensing.

Manage and execute advisor-facing sales marketing programs for life & annuities, overseeing operations, vendor relationships, advertising, engagement strategies, performance analysis, budgeting, and leading Workshop Coordinators to drive advisor activation and program effectiveness.

Provide clerical and operational support for daily office functions: recordkeeping, mail, phone coverage, scheduling, vendor coordination, supply management, onboarding assistance, data entry, and event support while maintaining confidentiality and improving administrative processes.

Create, manage, and distribute compliant marketing content across channels. Own content lifecycle, CMS governance, social media strategy, content calendars, and cross-functional approvals to support product launches, sales enablement, and recruiting.