Financial Services Associate

Integrity

Austin, TX

# Financial Services AssociateApply: Austin, TX: Full time: Posted Today: JR4743About Lion Street Lion Street provides elite independent financial advisors, many of which have roots in the life insurance industry, access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. Founded in 2010, Lion Street is managed by a team of experienced industry veterans. It was purchased by Integrity Marketing Group in January of 2022. For more information on Lion Street, please go to Opportunities in the Financial Services Business The financial services industry offers diverse and rewarding career paths for professionals at every stage. At Lion Street, opportunities span multiple disciplines, all contributing to helping our clients secure their financial futures. This industry makes a tangible difference in people’s lives from protecting families and planning for retirement, to building wealth and achieving financial goals. We are seeking a motivated and enthusiastic college graduate to fill the position of Entry-Level Financial Services Associate – Management Trainee. This is an exciting opportunity for individuals looking to kickstart their career in the life insurance distribution business. Over 12 months, trainees rotate through key departments across our life insurance, annuities, and wealth management businesses. They will gain hands-on experience, strategic insights, and mentorship from our leadership team, firm owners, and advisors in the field all while contributing to real projects that drive Lion Street’s success. This position will be in downtown Austin, TX and will require an in-office presence Monday-Friday. Job Summary: • Rotate through our core departments in our life and wealth business, completing department-specific projects and responsibilities. o Marketing – Contribute to campaigns, digital strategy, and brand messaging. o Sales – Learn recruiting process, research potential clients, and understand the value of financial products. o Case Management – Learn end-to-end policy process, tracking, and client service. o Finance & Accounting – Gain insight into premiums, commissions, and financial reporting. o Annuities – Explore fixed, indexed, and variable annuities and how they serve retirement goals. o Case Design / Advanced Markets - Develop customized insurance and wealth strategies. o New Business – Understand onboarding, policy issuance, and operational workflows. o Sales Operations – Support CRM optimization, pipeline analytics, and sales initiatives. o Underwriting – Observe risk assessment, decision-making, and underwriting guidelines. o Broker Dealer & Wealth Management – Dive into advisory services, compliance, and holistic planning. • Complete curriculum to receive life insurance licenses and securities that will be sponsored by Lion Street. • Visit and work with local Lion Street firms and their advisors to understand all aspects of the business. • Support senior team members in client interactions and relationship management. • Participate in training sessions and mentorship programs to enhance industry knowledge and skills. • Collaborate with cross-functional teams on projects and initiatives. • Conduct research and analysis to support strategic decision-making. • Provide administrative support as needed, including documentation and record-keeping. Desired Skills & Requirements: • Bachelor’s degree in Finance, Business Administration, or a related field. • Strong interest in the life insurance industry and eagerness to learn. • Excellent communication and interpersonal skills. • Ability to work effectively in a team-oriented environment. • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint). • Strong analytical and problem-solving abilities. Benefits We include benefits that make work-life more fun with a peace of mind for our team. These benefits include but are not limited to: • Competitive salary and benefits package. • Medical, Dental, Vision Benefits. • 401K with company match when eligible. • Generous PTO and holiday schedule, with extra time off for community service and your birthday. • Opportunities for professional development and growth. • Company sponsorship for securities and life insurance licenses. We work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
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Vacancy posted 2 days ago

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