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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.

Serve as primary contact for new representatives/advisors, manage onboarding and training schedules, prepare and review transition account packets, maintain tracking and onboarding processes, update forms and website/workflow systems, and file and maintain U-4/U-5, state insurance licenses, and annual reports.

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 integrated healthcare member marketing campaigns, act as day-to-day client contact, manage multi-channel creative execution, ensure CMS/Medicare compliance, mentor junior staff, improve workflows, and adopt AI tools to boost efficiency.

Lead strategic marketing planning and project management for Integrity Life initiatives: create creative briefs, marketing plans, presentations, content calendars, and measurement frameworks. Coordinate cross-functional teams, manage timelines and stakeholders, track KPIs, and deliver post-launch insights to optimize campaigns.

Execute and oversee trades across equities, fixed income, ETFs, mutual funds and options. Maintain and rebalance model and client portfolios, handle post-trade recon and error corrections, collaborate with portfolio management and compliance, and research market trends and regulations.

Manage regional recruitment and resources to grow agencies and agents (Medicare and ACA). Provide field sales support, broker engagement, training, carrier and cross-department collaboration. Create marketing collateral, track and analyze campaign effectiveness, act as SME for sales platforms, and ensure consistent, high-quality agent experience and reporting.

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.