Teams at Integrity Marketing Group

Supports agent and agency partners with marketing needs, including campaign development, training videos, advertising copy, social media posts, blog writing, and blog maintenance. Provides marketing and industry guidance, communicates with partners, and helps promote company benefits to support agent retention and broader marketing goals.

Leads the advisor experience organization for a large wealth-management platform. Owns same-store growth, advisor and asset retention, return on assets, advisor success pods, solutions consulting, technology adoption, and retention systems. Builds scalable service models, monitors at-risk relationships, drives intervention strategies, and partners with growth, investment, and product leaders to increase advisor engagement and platform performance.

Develops and manages health insurance agency partnerships across an assigned region. Responsibilities include identifying target agencies, building relationships with owners and industry decision-makers, presenting partnership value, evaluating strategic fit, influencing partnership decisions, collaborating with internal teams, and handing off newly partnered agencies. The role also monitors market trends, maintains a regional growth pipeline, and requires regular travel.