Jobs at Integrity Marketing Group

Manages and grows a financial institutions sales territory by recruiting advisors, developing relationships with banks and referral sources, driving revenue, educating advisors on insurance products, and protecting brand standards. Maintains CRM activity records, supports training, prospects continuously, and collaborates with internal sales and operations teams. Requires substantial overnight travel, financial services knowledge, a Series 6 license, and a resident life insurance license.

Supports in-house litigation and dispute resolution by managing legal matters, deadlines, filings, correspondence, invoices, subpoenas, service of process, litigation holds, insurance claims, discovery, and evidence. Drafts motions, briefs, discovery requests, demand letters, and responses. Coordinates with internal stakeholders, external counsel, brokers, and other parties while maintaining matter management systems and ensuring efficient litigation processes.

Manages FP&A and corporate development for the Wealth division. Builds acquisition, valuation, and transaction models; manages pipeline reporting, diligence, offers, and post-close performance analysis. Leads budgeting, forecasting, KPI and Board reporting, market intelligence, and strategic analysis. Engages directly with sellers, advisors, and executives while managing and developing FP&A analysts and improving modeling and reporting processes.

Recruit, engage, onboard, and support independent insurance agents and agencies. Conduct outbound prospecting through phone, email, and social media; build relationships; educate agents on insurance products; schedule recruiting presentations; maintain CRM records; collaborate with sales and marketing teams; meet recruiting goals; attend industry events and training; and follow company, carrier, and regulatory requirements.

Administer retirement plans by supporting compliance consultants, performing IRS compliance testing, reconciling contributions, calculating employer contributions, filing annual IRS forms, preparing plan documents and amendments, and reviewing participant distribution and loan requests. The role also provides administrative client support, backup phone coverage, and opportunities for advancement into client-facing responsibilities.

Administers retirement benefit programs, including plan transactions, HRIS and vendor data integrations, compliance testing, Form 5500 filings, participant support, vendor coordination, committee governance, audits, and M&A-related plan transitions. Evaluates plan performance, supports regulatory updates, manages communications and education, and recommends plan enhancements and strategic retirement initiatives.

Lead product strategy and vision for Wealth Management and Annuities, owning multi-year roadmaps, custodian/platform partnerships, market/regulatory intelligence, and cross-functional GTM and sales enablement to drive advisor adoption, AUM growth, and product-market fit.

Provide customer support to insurance agents and marketers by serving as a liaison with carriers, resolving issues, guiding contracting and certification processes, navigating carrier portals, managing escalations, documenting interactions, conducting outreach, and maintaining strong agent relationships. The role requires communication, problem-solving, conflict resolution, organization, attention to detail, teamwork, professionalism, and limited travel.

Leads enterprise brand strategy, architecture, governance, operations, and transformation across a complex organization. Establishes brand standards, approval processes, operating models, measurement frameworks, and creative resource oversight. Advises executive stakeholders, partners with Legal and business units, manages agencies and internal teams, and drives brand consistency across geographies and business lines. Requires extensive enterprise leadership, executive communication, stakeholder alignment, and experience scaling brand governance and creative operations.

Recruits insurance agents through outbound calls, using prepared scripts to qualify prospects, explain products and services, answer questions, collect lead information, and maintain accurate interaction and account records. The role requires strong communication skills, database accuracy, proficiency with Microsoft Office, and preferably three to five years of experience in recruiting, sales, or life and health insurance.

Lead the design, development, and delivery of scalable full stack applications using .NET, C#, and Blazor. Define architecture, mentor engineers, conduct code reviews, and establish engineering standards. Build CI/CD pipelines, automated testing, Azure infrastructure through Infrastructure as Code, and LaunchDarkly feature management. Collaborate with product and design stakeholders, support production systems, contribute to incident response, and improve reliability, developer experience, and delivery practices.

Leads enterprise data modeling, governance, reconciliation, and reporting across wealth management systems. Develops dashboards and KPI frameworks, ensures data integrity, analyzes financial and operational trends, and delivers executive insights. Partners with business, technology, operations, and finance teams to standardize reporting, support system transformations, improve automation, and drive data-informed decisions.

Leads life insurance and annuity new business operations, overseeing case submissions, workflows, turnaround times, quality, compliance, and agent service. Manages and develops Team Leads and Case Managers, establishes KPIs and SLAs, handles escalations, delivers training and coaching, supports cross-functional system improvements, and reports operational trends and risks to leadership.

Leads the strategy, governance, modernization, and effectiveness of investment platforms, including custodial and clearing systems, TAMPs, advisor solutions, and third-party vendors. Owns platform roadmaps, product due diligence, vendor governance, controls, scalability, and cross-functional initiatives. Partners with Operations, Compliance, Technology, Investments, and advisor-facing teams to improve capabilities, efficiency, risk oversight, advisor experience, and support for firm growth.

Leads the firm's investment philosophy, proprietary model portfolios, asset allocation, portfolio construction, manager research, SMA and UMA programs, trading, investment governance, and risk oversight. Partners with platform, operations, and compliance teams to implement and scale investment solutions. Provides market commentary, economic insights, advisor education, and client communications while developing investment professionals and enhancing portfolio offerings.

Execute and oversee trades across equities, fixed income, ETFs, mutual funds, options, and other securities. Manage portfolio and account rebalances, review newly funded accounts, support investment model changes, perform post-trade reconciliation, resolve trade errors, and coordinate with compliance and portfolio management teams. The role requires strong market knowledge, risk management skills, attention to detail, and familiarity with broker-dealer and RIA processes.

Processes policy management requests for in-force insurance policies, serving as a liaison between agents and insurance carriers. Reviews requests, verifies forms, gathers information, contacts carriers, tracks pending items, documents case data in AMS and CRM systems, and provides timely updates and phone or support queue assistance. The role requires strong organization, prioritization, customer service, problem-solving, computer literacy, and the ability to learn multiple systems while following regulatory and carrier requirements.

Provides administrative support to departmental leaders by managing calendars, scheduling meetings, preparing documents, handling communications, coordinating events, supporting office operations, and assisting with reporting and information gathering. The role requires strong organization, communication, attention to detail, Microsoft Office proficiency, and the ability to prioritize multiple tasks while supporting evolving business needs.

Processes agent and agency contracts, hierarchy changes, state appointments, licensing, onboarding agreements, and contracting requests. Responds to calls and tickets, updates CRM records, audits data, supports agency onboarding, resolves internal contracting issues, and trains new team members. Requires accurate documentation, strong computer and typing skills, attention to detail, and the ability to work independently and collaboratively.

Provides office administration and recruiting support for an insurance agency. Responsibilities include answering phones, greeting visitors, managing supplies and correspondence, preparing documents, coordinating events and training, supporting agent contracting, tracking documentation, and following up on outstanding requirements. The role also supports agent retention, engagement, leadership projects, and communication with internal and external stakeholders.