Investment Solutions Consultant (Advisory, Annuities & Alternatives)

POS ITION SUMMARY

Integrity Wealth is seeking Products Consultants to help advisors get full value from the firms open-architecture shelf. Consultants run product comparisons for prospective advisors coach producing advisors on product mix advisory conversion alternatives insurance and annuity flow and channel advisor feedback into shelf strategy converting platform breadth into advisor and firm economics.

KEY RESPONSIBILITIES

Run shelf-curation deep dives with prospects including like-for-like product comparisons.

Coach producing advisors on product mix: advisory conversion alternatives and annuity and insurance flow.

Support recurring product shelf reviews and channel advisor input through the product governance process.

Equip Advisor Success Leaders with product playbooks for the value-add service model.

Support product mapping in every transition to service-level standards.

SUCCESS MEASURES

Advisory conversion of 65% or better in year two 75% or better in year three

Cross-sell ratio of 4.0 or better per household

Alternatives allocation of 10% or better in high-net-worth books

Product mapping support delivered on time 100% of the time

REQUIRED QUALIFICATIONS

Seven or more years in investment product platform consulting or advisor-facing solutions.

Fluency across the shelf: advisory models alternatives annuities insurance and financial planning tools.

Able to build and defend like-for-like competitive product comparisons in front of a prospective advisor.

Consultative coaching skill with producing advisors on portfolio construction and product mix.

Bachelors degree required; CFP CIMA or CFA designation preferred.

About Integrity

Integrity is one of the nations 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 youll love and well love you back. Were proud of the work we do and the culture weve 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. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

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 addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.

Required Experience:

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