Retirement Income Specialist

ASH Brokerage•Salt Lake City, UT

2d•Hybrid

About The Position

Retirement Income Specialists work closely with their team to develop and execute an appropriate business plan to meet and exceed revenue goals in a specific territory. You’ll do this by maintaining strong relationships with existing and prospective clients, converting dormant clients into producing clients, and acquiring new business within the territory. You provide superior service and demonstrate prompt execution to support advisors.

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 and must be 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. These proactive activities can include webinars, e-newsletters, video messaging, carrier sponsored events, and advisor recognition and appreciation programs.
Drive electronic order entry to streamline new business for 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, 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