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Serve as a primary liaison for advisors and internal partners, resolving complex operational and escalated requests. Provide advanced expertise in custodial/clearing operations, money movement, and regulatory requirements while leading advisor training, process improvements, and cross-functional issue resolution to ensure exceptional advisor and client experiences.

Lead and manage onshore and offshore accounting teams, oversee month-end close, review Blackline reconciliations, perform variance analysis, support audits, drive process improvements, and handle complex accounting projects while mentoring staff.

Lead efforts to grow Indexed Universal Life (IUL) sales by building infrastructure, hiring direct agents to HFG, and driving revenue growth on the IUL platform.

Provide high-level administrative support to multiple executives: manage complex calendars, arrange travel and expenses, prepare agendas and materials, produce PowerPoint presentations, coordinate events and guest logistics, and handle confidential tasks independently.

Provide office support by receiving, reviewing, entering, and filing insurance applications and paperwork; verify data accuracy; resolve inconsistencies with agents and carriers; perform quality control, coach temporary staff during peak season, and support team needs.

Lead marketing strategy and execution for Integrity's Life business, partnering with executives and carrier teams to develop go-to-market plans, campaigns, sales enablement, and advisor engagement. Oversee a marketing team and budgets, measure campaign performance, support content and events, and provide market insights to drive growth and differentiation.

Lead revenue recognition accounting under ASC 606, prepare monthly journal entries, reconciliations and disclosures, manage LTV and contract asset reporting, cost of revenue analysis, ensure ICFR/SOX compliance, support audits, and drive process improvements with cross-functional teams.

Designs, manages, and grows sales and product training programs for independent agent distribution. Conducts needs analysis, creates curriculum and materials (including eLearning), delivers virtual and in-person training, partners with sales and agency leaders, and measures training effectiveness to drive annuity and life insurance sales growth.

Lead and manage the insurance recruiting team, own key requisitions, and drive recruiting KPIs. Partner with hiring managers, monitor metrics, implement data-driven strategies, ensure compliance, and provide regular reporting and talent-advisory support to business leaders.

Lead revenue recognition and cost of revenue accounting for Health and Life businesses ensuring ASC 606 compliance, oversee LTV calculations, month-end close, financial disclosures, ICFR/SOX controls, audits, cross-functional alignment, process improvements, and staff coaching.