Top Tech Jobs & Startup Jobs

Manage and support agents to maximize performance and satisfaction. Drive client acquisition, deliver product and sales training, provide customer service, resolve operational issues, track productivity in CRM, and attend sales meetings and industry events.

Provide commercial and transactional legal support for Integrity Wealth, negotiating and drafting transaction documents, managing advisor and client transitions, coordinating with compliance and regulatory teams, overseeing external counsel and E&O insurance, and supporting litigation, arbitration, and risk management efforts.

Serve as primary liaison between agents, Agent Pipeline, and carriers. Build and maintain relationships, troubleshoot and resolve agent issues, guide agents through contracting and carrier portals, handle escalations, document interactions, conduct scheduled outreach, and continuously improve service delivery to drive agent satisfaction and loyalty.

Lead enterprise data management strategy, build an MDM function, establish governance, data quality, metadata and stewardship programs, select and integrate MDM tools with ERP/CRM, mentor a centralized data team, drive data architecture and roadmaps, and align stakeholders to improve data accessibility for analytics and operations.

Support a specialized wholesaling product line as an internal wholesaler: engage with executives, peers, and distribution clients; analyze and organize information; collaborate cross-functionally. Requires a proven sales record and financial industry experience.

Serve as the primary HR contact for a business unit, supporting workforce planning, talent management, employee relations, performance management, change management, M&A integrations, organizational design, and people analytics. Partner with COEs on payroll/benefits/policies, lead investigations, facilitate development workshops, and advise leaders to drive people and organizational outcomes.

Maintain and update contracting data in the company CRM, process data entry and imports, coordinate with carriers and internal teams to validate contract and payee records, follow workflows, and suggest process improvements.

Support FP&A activities including monthly financial models, variance analysis, budgeting, forecasting, KPI reporting, financial modeling, process improvements, and cross-functional financial support to business leaders.

Recruit and engage insurance agents, assist with contract processing and onboarding, support agents to grow business, and perform detailed data entry and administrative tasks. Collaborate with internal teams, maintain strong communication, and continually learn sales and recruitment strategies.

Senior individual contributor owning product vision and multi-year strategy for the Life Insurance line. Drives market research, carrier technology partnerships, integration priorities, and cross-functional influence to align roadmaps, GTM, and sales enablement for term, whole, universal life, IUL, and annuity products.