Remote Retirement Income Advisor

Integrity; Fort Wayne (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

Ash Brokerage, located in Fort Wayne, Indiana, is seeking a Retirement Income Specialist. You will work with financial professionals to promote retirement solutions, support advisors, and drive sales while delivering excellent client service.

Remote candidates will be considered, with travel less than 10% within the territory. Qualified candidates typically hold a bachelor’s degree in business/finance and licensure in life/health, or ability to obtain within 90 days.

Qualifications

• Bachelor’s degree or equivalent experience in business/finance.
• Licensure in life/health insurance or ability to obtain within specified timeframe.
• Experience in annuity and securities product sales preferred.

Responsibilities

• Make proactive sales calls to share annuity concepts and sales opportunities.
• Execute marketing activities (webinars, newsletters, videos) to support advisors.
• Drive electronic order entry to streamline new business for advisors.
• Support other retirement income consultants and fill calendars with appointments.

Skills

Relationship-building

Sales acumen

Communication

Time management

Education

Bachelor’s degree in business/finance

Licensure: life/health or ability to obtain

Tools

CRM software

Microsoft Office

Job description

Ash Brokerage, located in Fort Wayne, Indiana, is seeking a Retirement Income Specialist. You will work with financial professionals to promote retirement solutions, support advisors, and drive sales while delivering excellent client service.

Remote candidates will be considered, with travel less than 10% within the territory. Qualified candidates typically hold a bachelor’s degree in business/finance and licensure in life/health, or ability to obtain within 90 days.