Protection Plan Consult

Integrity•Tallahassee, FL

10d•Hybrid

About The Position

A Protection Plan Consultant is the front line to building and maintaining Financial Institutions relationships and finding new ones. A consultant will excel in territory management, recruiting, revenue growth, brand protection and professional etiquette. The role requires a CEO mentality – act as if you own the sales territory. This mentality encompasses the relationship with internal sales and operations staff, building a territory, and upholding the Ash brand and culture. A consultant serves as a leader and educator for the advisors in the territory, and their success depends on how well you equip them to present Ash’s solutions to their clients. Ash Brokerage works with financial professionals to help find, understand and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.

Requirements

Bachelor’s degree with major in business, finance, sales, or a related field, plus a minimum of 4 years of related experience and/or training
FINRA Series 6 and resident life insurance license required
Knowledge of life insurance products, and product applications
Must be able to travel overnight up to 75% of the time
Proficient in Microsoft Suite, social media/networking, and mobile device usage
Excellent oral and written communication skills
Able to present in one-on-one and group settings
Strong sense of urgency
Able to develop relationships with all partners in our process
Collaborative
Knowledgeable, creative professional
Demonstrated success growing and managing an assigned territory

Nice To Haves

CLU, CFP, and/or RICP professional designations preferred

Responsibilities

Drive revenue through effective territory management, recruiting, and relationship building.
Cover the territory, maintain contact with our top producers, recruit new producers, and build revenue above the territory’s existing baseline premium and revenue levels. Management at a strategic and tactical level exists in a successful territory.
Control revenue growth component through effective relationship development and retention of the Institution’s advisors, educating and motivating advisors to sell more complicated products, and controlling the product mix with high-quality carriers.
Develop relationships with various Financial Institutions management teams and key referral sources (Retail Branch Managers, Business Banking, Mortgage Lending, etc.) to generate additional opportunity activity.
Join team meetings and calls for training and education as well as develop personal relationships. The expectation is that you integrate into the local bank culture of your territory to be a trusted resource and partner.
Log activities in our Customer Relationship Management (CRM) software.
Follow a solutions-based model.
Continuously prospect and get in front of the sales process.
Ensure that the advisors representing Ash are using carrier-approved materials and Ash-approved materials in their practices.
Maintain a professional etiquette and manage yourself as if you own the sales territory. This mentality encompasses your relationship with internal sales and operations staff, building your territory, and protecting the Ash reputation.