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Retirement Income Specialist
2 months ago
Ash Brokerage is a leading provider of insurance and retirement solutions, dedicated to impacting lives for over 50 years. Our team of 400 is driven by a service-centered culture, providing exceptional support to financial professionals and their clients.
We work closely with financial advisors to help find, understand, and process insurance and retirement solutions that protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.
Job Summary
As a Retirement Income Specialist, you will work closely with a Retirement Income Consultant to develop and execute a business plan to meet and exceed revenue goals in the First Citizens territory. You will maintain strong relationships with existing and prospective clients, convert dormant clients into producing clients, and acquire new business within the territory. You will provide superior service and demonstrate prompt execution to support advisors.
Key Responsibilities:
- Maintain and grow annuity production within an existing territory with more than 150 advisors.
- Establish relationships with new advisors.
- Make proactive sales calls to share annuity sales concepts and sales successes, identify sales opportunities, provide product information, gather marketing data, and offer sales support to financial advisors.
- Execute marketing activities as determined by the leadership team, including webinars, e-newsletters, video messaging, carrier-sponsored events, and advisor recognition and appreciation programs.
- Find solutions to service issues and overcome carrier deficiencies when applicable.
- Deliver effective presentations to promote Ash Brokerage products, services, resources, and competitive advantages.
- Respond to inbound service and sales-related calls, providing an excellent customer experience to all internal and external customers.
- Perform outbound call campaigns to increase sales above rate-sensitive fluctuations.
- Utilize the contact management system to create and maintain all advisor interactions and data on current and proposed sales activities.
- Ability to multi-task with attention to detail to ensure speed and accuracy in completion of projects.
- Ability to work independently and in a team environment.
- Excellent oral and written communication skills and must be proficient in Microsoft Suite and mobile device usage.
- Occasional travel within your territory (less than 20%).
- Bachelor's degree with major in business, finance, or a related field, plus a minimum of two years of related experience and/or training, or equivalent combination of education and experience.
- FINRA Series 6 license required or must be obtained within 180 days of hire.
- Resident state life and health insurance license required or must be obtained within 90 days of hire.
- Experience in annuity and securities product sales is preferred.
- Previous experience in the financial services industry is preferred.
- Competitive analysis experience.
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 a family-like environment that is rewarding and cutting-edge. We put our people first and celebrate their hard work and support them daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
