Protection Plan Consult

Integrity Marketing Group; Colorado; Hybrid; USD 80,000 - 120,000; Full time

Job summary

Ash Brokerage, part of the Integrity family, seeks a Protection Plan Consultant to drive territory revenue and build strong relationships with financial institutions and advisors. You will recruit new producers, educate teams on Ash solutions, and manage the territory with a CEO mindset.

The role emphasizes active prospecting, brand integrity, and utilizing CRM tools to track activities and outcomes. Travel up to 75% may be required.

Qualifications

• Bachelor's degree with major in business, finance, sales, or related field and 4+ years of related experience.
• FINRA Series 6 and resident life insurance license required.
• Knowledge of life insurance products and applications.
• CLU, CFP, and/or RICP designations preferred.

Responsibilities

• Build and maintain relationships with Financial Institutions and advisors.
• Drive revenue growth and territory management.
• Recruit new producers and protect Ash's brand and culture.
• Educate and motivate advisors to sell more complex products.
• Log activities in CRM and participate in trainings.

Skills

Knowledgeable, creative professional

Collaborative

Urgency mindset

Fast-paced environment

Presentation skills

Oral and written communication

MS Office / Microsoft Suite

Territory growth experience

Travel up to 75%

Education

Bachelor's in business, finance, sales or related field

4+ years related experience/training

FINRA Series 6 license

Life insurance knowledge

CLU/CFP/RICP preferred

Tools

CRM software

Job description

For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of 350 is the same service-centered culture as we were in 1971 yet modernized to the needs of today's client. 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.

Responsibilities

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. 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.

Talents and Abilities

• Knowledgeable, creative professional
• Collaborative Able to develop relationships with all partners in our process
• Strong sense of urgency
• Enjoy working in a fast-paced environment
• Able to present in one-on-one and group settings
• Excellent oral and written communication skills
• Proficient in Microsoft Suite, social media/networking, and mobile device usage
• Demonstrated success growing and managing an assigned territory
• Must be able to travel overnight up to 75% of the time

Education/Experience

• 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
• CLU, CFP, and/or RICP professional designations preferred

About Integrity

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 you the opportunity to start a career in a family-like environment that is rewarding and cutting edge.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.

For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.