LionRock Financial Leadership Team, 2025

About Us

LionRock Financial Services provides accessible, affordable life insurance solutions designed with everyday families in mind. Our dedicated team of licensed professionals is committed to providing ethical service delivery of high-value life insurance products. We are a rapidly growing independent life insurance agency founded in 2023. We are a Veteran-owned and minority-owned business.

We are one of the fastest-growing agencies in the market having hit $1M in monthly revenue after only 7 months in business and growing. Learn more about how we're different…

  • At LionRock Financial, we lead with a culture of integrity, accountability, and high performance. Money is a byproduct of our willingness to work hard to maintain the highest performance standards in the industry. We care about our clients and we care about our agents who make it possible to provide excellent sales and support to our sales prospects and clients.

  • Our leadership team has extensive sales and leadership experience. We built this organization, intentionally designed the culture, and refined the sales process - one innovative step at a time. In addition, there are opportunities to grow into leadership within the agency for those who are willing and able.

  • LionRock Financial has an exclusive, in-house lead generation system (warm leads, inbound only phone calls) allowing our life insurance sales agents to average 8-10 closed policies per week in an industry where field agents typically average only 8-10 closed policies per month.

  • Our sales process has been refined and tested over years of performance and thousands of calls, generating millions of dollars in revenue and commissions. The focus of every new agent recruit is to master the sales process so they can maximize every opportunity. This is a Consultative Sales process designed to position the agent as a Financial Advisor. The process is designed for a one-call close and little follow-up is required.

  • Our agents average $20k - $25k monthly in Issued Premiums. Our agents are tripling and quadrupling the performance stats of average life insurance agents in the field who are making cold calls and running in-home appointments. Our refined sales process, in-house lead generation system, in-depth training program, and ongoing support make it possible to meet or exceed agency performance targets consistently.

  • We offer a 10-day hands-on training experience with ongoing support in a collaborative, team-selling environment.

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