Remote Retirement Solutions Specialist

Insurance Administrative Solutions, L.l.c.; Fort Wayne (IN); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Ash Brokerage Retirement Specialist role in Fort Wayne, Indiana, focusing on annuity sales and retirement solutions within a service-driven team. The position requires a business/finance background with experience in financial services and licensing or willingness to obtain required credentials.

Strong communication and CRM skills are essential, with remote work options available. Remote candidates will be considered; occasional travel may be required.

Qualifications

• Bachelor’s degree in business, finance, or related field with 2+ years of experience.
• Life and health insurance license required or to be obtained within 90 days.
• Series 7 required within 12 months of hire.
• Experience in annuity and securities sales preferred.
• Registered with broker-dealer within 180 days of hire.

Responsibilities

• Make proactive sales calls to share annuity concepts and sales opportunities.
• Execute marketing activities such as webinars, newsletters, and events.
• Drive electronic order entry to streamline new business for advisors.
• Support Retirement Income Consultant calendar with appointments.
• Respond to service and sales inquiries with excellent customer experience.
• Deliver presentations promoting Ash Brokerage products and advantages.
• Utilize CRM to track advisor interactions and sales activities.

Skills

Sense of urgency

Superior advisor service

Multi-tasking

Independent and team work

Oral and written communication

Microsoft Suite proficiency

Travel up to 10%

Education

Bachelor’s degree in business/finance

Life and health insurance license

Willing to obtain license within 90 days

Series 7 within 12 months

Tools

CRM system

Microsoft Office

Job description

Ash Brokerage Retirement Specialist role in Fort Wayne, Indiana, focusing on annuity sales and retirement solutions within a service-driven team. The position requires a business/finance background with experience in financial services and licensing or willingness to obtain required credentials.

Strong communication and CRM skills are essential, with remote work options available. Remote candidates will be considered; occasional travel may be required.