Integrity · 1 day ago
Life & Wealth Sales Advisor
Beltsville, MD
Part-time
Onsite
New Grad, Entry Level
$2,000/mo - $3,000/moIntegrity Marketing Group is focused on empowering families and building wealth. As a Life & Wealth Sales Advisor, you will help clients secure their financial futures by teaching financial concepts and designing personalized wealth strategies.
AdvertisingDigital MarketingInsuranceMarketing
Responsibilities
Teach simple, practical financial concepts to individuals, families, and small groups
Host or participate in workshops, info sessions, and community events
Analyze clients’ financial situations, priorities, and long-term goals
Build personalized financial plans centered on protection, legacy building, and growth
Recommend solutions that help clients prepare for life’s big moments—from retirement to emergencies to wealth transfer
Help clients understand the 'why' behind life insurance and wealth-building tools
Match clients with policies that align with their protection needs and financial dreams
Stay updated on tax laws, regulatory changes, and compliance standards
Use financial tools, CRMs, and software to manage client portfolios and prepare detailed reports
Translate complex concepts (asset allocation, retirement strategy, cash value growth, etc.) into easy-to-understand language
Maintain long-term relationships through consistent check-ins, education, and high-quality service
Qualification
Preferred
Experience in financial services, sales, consulting, or customer-facing roles
Understanding of financial concepts (banking, accounting, investments, planning)
Strong communication and interpersonal skills
Familiarity with CRM systems and basic financial tools
Solid math skills and analytical thinking
Background in public or corporate accounting is a plus
Benefits
Flexible schedule
Company
Integrity
Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.
Founded in 2006
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$2.15BKey Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity
Leadership Team
Linda Zukauckas
Chief Financial Officer
Said Taiym
Chief Operating Officer
Recent News
Company data provided by crunchbase