Retirement Income Advisor: Growth & Client Solutions

Integrity Marketing Group; United States; On-site; USD 60,000 - 110,000; Full time

Job summary

Ash Brokerage, part of the Integrity family, is seeking Retirement Income Specialists to build and execute business plans in a defined territory. You will maintain strong advisor relationships, convert dormant clients, and acquire new business while delivering superior service.

You will conduct proactive calls, present Ash Brokerage products, and drive marketing and sales activities to exceed revenue goals.

Qualifications

• Bachelor’s degree with major in business, finance, or a related field, plus a minimum of two years of related experience and/or training.
• Resident state life and health insurance license required or must be obtained within 90 days of hire.
• Registered with broker dealer within 180 days of hire.
• Series 7 within first 12 months.
• Experience in annuity and securities product sales is preferred.

Responsibilities

• Make proactive sales calls to share annuity sales concepts and sales successes, identify sales opportunities, provide product information, gather marketing data, and offer sales support.
• Execute marketing activities as determined by the leadership team.
• Drive electronic order entry to streamline new business for advisors.
• Find solutions to service issues and overcome carrier deficiencies when applicable.
• Deliver effective presentations to promote Ash Brokerage products, services, resources, and competitive advantages.
• Respond to inbound service and sales-related calls, providing an excellent customer experience to all internal and external customers.
• Perform outbound call campaigns to increase sales above rate sensitive fluctuations.
• Utilize the contact management system to create and maintain all advisor interactions and data on current and proposed sales activities.

Skills

Sense of urgency

Superior customer service

Multi-tasking

Communication skills

MS Office & mobile devices

Travel

Education

Bachelor’s degree in business or finance

Job description

Ash Brokerage, part of the Integrity family, is seeking Retirement Income Specialists to build and execute business plans in a defined territory. You will maintain strong advisor relationships, convert dormant clients, and acquire new business while delivering superior service.

You will conduct proactive calls, present Ash Brokerage products, and drive marketing and sales activities to exceed revenue goals.