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Manages sales support operations for agents, marketers, and office staff. Handles inquiries, case consultations, licensing, contracting, new business support, database updates, follow-ups, product positioning, pre-sale issue resolution, escalations, and commission-related planning. Serves as a subject matter expert on insurance carrier products and participates in cross-functional project teams.

Manages commission accounting operations, including reviewing and reconciling carrier statements, calculating agent commissions, processing advances, resolving payment discrepancies, generating reports, and maintaining records. Leads and coaches a team of 10–15 analysts, supports agent inquiries, performs quality oversight, improves accounting procedures, and ensures accurate and timely payments.

Supports insurance producers, financial advisors, and institutions by preparing customized annuity proposals and illustrations. Reviews financial information, evaluates client needs, identifies suitable annuity products, maintains product and rate knowledge, and communicates proposal recommendations. The role also handles inbound and outbound calls, coordinates with sales teams and carrier representatives, documents activity, analyzes proposal trends, and provides marketing materials. It is positioned as an entry point toward commissioned sales opportunities.

Supports downline insurance agencies and agents throughout the sales process, including case design, illustrations, product education, licensing, contracting, applications, and follow-up. Handles inbound and outbound sales requests, maintains agent records, provides sales positioning, resolves pre-sale concerns and escalations, and supports cases through payment. Builds strong agent relationships while delivering knowledgeable, tactful customer service and consultation.

Supports downline insurance agencies and agents through the sales cycle, including case design, illustrations, product education, sales positioning, licensing, contracting, applications, quotes, and follow-up. Handles inbound and outbound requests, provides case consultation, maintains agent information in the company database, and supports agents through payment.

Manage IT internal audit activities focused on ITGC framework development, SOX readiness, risk-based IT audits, ERP controls, automated controls, and technology risk. Partner with IT, Finance, external auditors, and business stakeholders; evaluate control effectiveness, identify deficiencies, oversee remediation testing, support technology implementations, and coach team members.

Conduct high-volume outbound outreach to licensed insurance agents through phone, email, social media, and text. Qualify agents, explain Integrity’s platform and products, schedule next steps, manage CRM records, follow up on leads, use AI tools, meet activity targets, handle objections, and collaborate with sales, marketing, and product teams. This entry-level role offers training and supports career growth in sales and insurance.

Supervise registered representative and investment adviser activities, identify and escalate sales-practice and conflict concerns, review correspondence and personal trading, maintain supervisory procedures, support compliance testing under SEC and FINRA rules, develop training materials, monitor regulatory changes, and report to the Chief Compliance Officer.

Coordinate recruiting, executive searches, interviews, candidate travel, onboarding, and onsite interview experiences. Manage complex scheduling, logistics, interview materials, feedback collection, background checks, offers, relocation, and I-9 verification. Serve as a primary contact for executive candidates and partner with leaders and Talent Acquisition stakeholders to deliver a polished, confidential, high-touch experience.

Drafts, negotiates, and reviews complex commercial agreements while advising business stakeholders on contractual, corporate, and legal matters. Maintains contract templates, playbooks, and checklists; supports CLM implementation, entity management, insurance renewals, governance, M&A, policy reviews, and pre-litigation disputes. The role also develops scalable legal processes using AI and workflow improvements and provides legal support to more than 200 subsidiary entities.