Protection Plan Consult

Integrity; Colorado; On-site; USD 70,000 - 110,000; Full time

Job summary

Integrity is a leading independent distributor of life, health and wealth insurance products. We partner with financial professionals to protect clients’ health and wealth while helping advisors grow their business.

The Protection Plan Consultant role focuses on building and maintaining relationships with financial institutions, managing a territory, recruiting new producers, and driving revenue growth. Overnight travel is required up to 75% to meet with advisors and bank partners across the

Qualifications

• Bachelor’s degree in business, finance, sales, or related field with 4+ years 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

• Drive revenue through territory management, recruiting, and relationship growth with advisors.
• Cover the territory, recruit new producers, and build revenue above baseline levels.
• Educate advisors on Ash's solutions and ensure Ash-approved materials are used.
• Log activities in the CRM system and maintain professional etiquette across teams.
• Continuously prospect and develop the sales pipeline within the territory.

Skills

Territory management

Relationship building

Sales

Communication

Travel up to 75%

Education

Bachelor's degree in business/finance/sales

Tools

CRM software

Microsoft Office

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. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

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.