Agent Success I

Summary

This role will be responsible for supporting Life Agent Success Manager and Marketer with sales and revenue for their specific assigned agents/agencies. This role will track and manage weekly KPI’s including phone times, new agent follow up, activation rates and number of contracted agents specifically set for them.

Summary

Essential Duties & Responsibilities:

• Support the Agent Success Manager and Agent Success Marketer in achieving sales and revenue targets for assigned agents/agencies.
• Assist agents with life illustrations, basic case underwriting, and case design.
• Handle agent contracting and facilitate commission level communication within the office.
• Conduct outbound calls to agents as part of marketing campaigns.
• Communicate with carriers to obtain product information, underwriting details, and sales support.
• Provide marketing and sales support to agents and agencies to drive business growth.
• Build and maintain strong relationships with agents and agencies for ongoing success.
• Demonstrate thorough understanding of supported carriers and products, and effectively communicate their benefits.
• Contribute input on new products and sales processes, and consistently achieve weekly KPIs to meet company goals.
• Perform other duties as assigned

Your experience and skills:

• High School degree or equivalent
• 0-2 years of relevant experience
• Strong proficiency in Microsoft Office Suite and ability to organize and prioritize tasks effectively
• Excellent verbal and written communication skills with a professional approach
• Exceptional customer service skills and ability to multitask in a fast-paced environment
• Capable of presenting sales and training materials to large groups in person, over the phone, and via online meeting platforms
• Ability to work both independently and collaboratively as part of a team

About Integrity

Integrity is one of the nation’s 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 you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve 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. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

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