Retirement Income Specialist (Remote)

Integrity Marketing Group•Fort Wayne, IN

8d•Remote

About The Position

Ash Brokerage is seeking a Retirement Income Specialist to work remotely. This role involves developing and executing business plans to meet revenue goals by maintaining strong relationships with existing and prospective clients, converting dormant clients into producing clients, and acquiring new business. The specialist will provide superior service and prompt execution to support advisors. The company has been dedicated to impacting lives for over 50 years, driven by relationships and a service-centered culture. As part of the Integrity family, Ash Brokerage helps financial professionals find, understand, and process insurance and retirement solutions.

Requirements

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.
Resident state life and health insurance license required or must be obtained within 90 days of hire.
Registered with broker dealer within 180 days of hire.
Series 7 within first 12 months.
Sense of urgency.
Superior customer (advisor) service skills.
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.
Proficient in Microsoft Suite and mobile device usage.

Nice To Haves

Experience in annuity and securities product sales is preferred.
Previous experience in the financial services industry is preferred.
Competitive analysis experience is preferred.

Responsibilities

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.
Execute marketing activities as determined by the leadership team, including webinars, e-newsletters, video messaging, carrier sponsored events, and advisor recognition and appreciation programs.
Drive electronic order entry to streamline new business for advisors.
Support business and administrative functions of the Retirement Income Consultant and work in conjunction to assist in filling their calendar with appointments as necessary.
Assist with transactions to accommodate advisors.
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, provide 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.