Protection Plan Consultant - Territory Growth Leader

Ash Brokerage, LLC; Colorado; On-site; USD 90,000 - 150,000; Full time

Job summary

Ash Brokerage, LLC is seeking a Protective Plan Consultant to lead territory development, recruit and coach advisors, and drive revenue growth in financial institutions across the territory.

Ideal candidates hold a Bachelor's degree in business/finance or sales, a FINRA Series 6 license, and a resident life insurance license. Expect travel, CRM use, and strong relationship management as you advance Ash's solutions.

Qualifications

• Bachelor's degree in business, finance, sales, or related field.
• FINRA Series 6 license and life insurance license required.
• CLU, CFP, and/or RICP designations preferred.
• Strong ability to manage and grow an assigned territory.

Responsibilities

• Drive revenue through territory management, recruiting, and relationship building.
• Cover the territory, recruit new producers, and grow revenue above baseline.
• Develop relationships with Financial Institutions management teams and referral sources.
• Join trainings and integrate into local bank culture to be a trusted partner.
• Log activities in CRM and use a solutions-based approach.
• Prospect and engage advisors, ensuring Ash materials are used and maintained.

Skills

Territory management

Recruiting

Relationship building

Public speaking

Communication skills

Travel up to 75%

CRM software experience

Microsoft Office

Education

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

FINRA Series 6 license

Life insurance license (resident)

CLU/CFP/RICP designations preferred

Tools

CRM software experience

Job description

Ash Brokerage, LLC is seeking a Protective Plan Consultant to lead territory development, recruit and coach advisors, and drive revenue growth in financial institutions across the territory.

Ideal candidates hold a Bachelor's degree in business/finance or sales, a FINRA Series 6 license, and a resident life insurance license. Expect travel, CRM use, and strong relationship management as you advance Ash's solutions.