Vice President, Sales

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Portland, OR, USA
In-Office
Senior level
Marketing Tech
The Role
Leads and grows Lion Street Private Client’s book of business by supporting financial advisors and firms, developing institutional relationships, recruiting producers, identifying sales opportunities, and recommending life insurance products and pricing strategies. The role provides case design and sales support, manages CRM records and reporting, collaborates with carriers and internal teams, and strengthens partnerships across financial institutions and advisory networks.
Summary Generated by Built In

VP, Sales

Lion Street provides elite independent financial advisors, many of which have roots in the life insurance industry, access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. Founded in 2010, Lion Street is managed by a team of experienced industry veterans. It was purchased by Integrity in January of 2022.  

 

For more information on Lion Street, please go to www.lionstreet.com.
We are looking for experienced candidates that have averaged more than $1M+ in annual target life premium and understand sophisticated clients, products, and advisors. The VP, Sales will be in charge of managing and building upon a book of business for Lion Street Private Client (LSPC).
Responsibilities:

  • Offer sales and case design support to our firms and their advisors.
  • Correspond with Lion Street firms to share ideas and participate in team recruitment & 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.
  • Utilize Lion Street’s CRM to maintain appropriate records and sales reporting.
  • Deliver exceptional 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.

Desired Skills and Experience:

  • The ideal candidate will have 5-10 years of experience wholesaling to Institutions - wire houses, national and regional banks, P&C, and RIA firms, with strong experience in client point-of-sale interactions.
  • Expertise in identifying, recruiting, and cultivating new institutional relationships from scratch.
  • Depth of knowledge and understanding of life products, planning concepts, and compliance standards for the institutional marketplace.
  • The ability to work with Lion Street carriers and alliances to leverage existing product experts and resources for the benefit of the firms. 
  • Strong communication and customer service skills are necessary to succeed in this role. Candidate must be willing to take initiative, exhibit creative thinking and take ownership of opportunities.
  • Self-starter attitude and strong desire to provide excellent results. Ability to excel in a dynamic, fast-moving company environment.
  • Industry certifications such as CLU, ChFC, or CFP are preferred.Licenses: Series 6, 7, 24, 63, and Life, Accident & Health preferred.
      

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Skills Required

  • 5-10 years of experience wholesaling to institutions, wire houses, national and regional banks, P&C firms, and RIA firms
  • Strong experience with client point-of-sale interactions
  • Experience identifying, recruiting, and cultivating new institutional relationships from scratch
  • Expertise in life insurance products, planning concepts, and compliance standards for institutional markets
  • Ability to collaborate with carriers, alliances, and product experts
  • Strong communication and customer service skills
  • Initiative, creative thinking, and ownership of opportunities
  • Self-starter attitude and ability to work in a dynamic, fast-moving environment
  • Average annual target life premium exceeding $1 million
  • CLU, ChFC, or CFP certification
  • Series 6, 7, 24, and 63 licenses
  • Life, Accident & Health license

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Integrity Marketing Group provides product design, proven marketing systems, and profitability into today’s top selling products.

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