Retirement Income Architect

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

Job summary

Ash Brokerage, part of Integrity Marketing, seeks a Retirement Income Designer to help retirement professionals select annuity contracts tailored to clients’ needs. You will analyze market options and partner with agents to design optimal solutions.

The role emphasizes client service, ongoing education for agents, and building strong carrier relationships. A business/finance background and insurance exposure are preferred, with licensing within 90 days.

Qualifications

• Bachelor's degree with a major in business or finance and 1-2 years of related experience and/or training; or equivalent combination of education and experience
• Prior experience in the sale or marketing of insurance and financial products highly desirable
• Life insurance license preferred or ability to obtain within first 90 days

Responsibilities

• A Retirement Income Designer provides objective, consultative services in response to agent/broker requests for assistance in placing the optimal annuity contract policy to meet applicants' unique and individual needs. The consultant sustains continuous focus on quality improvement of processes and services.
• Respond to inquiries from agents/brokers to determine an appropriate annuity contract to meet specific customer needs.
• Work alongside agents to collect information regarding the prospective applicant. Seek to understand the needs of the prospective applicant, perform research and employ knowledge of current market activity and carrier offerings to recommend a contract closely tailored to the applicant's specifications.
• Solicit current and prospective agents and brokers, advising of new products, carriers, services and sales ideas with the intent of generating new and additional business for the company.
• Use carrier software to create professional illustration of proposed policy or contract and transmit to agent for consideration by prospective applicant. Discuss features and merits of the illustrated policy or contract with agent. Actively involve the agent in the redesign and requote of alternatives, if necessary.
• Enter initial illustration activity into internal tracking system and record follow-up activity as it occurs.
• Establish and maintain rapport with agents and carriers.
• Capitalize on opportunities to educate agents on various product offerings and the benefits of doing business with Ash Brokerage.
• Provide ongoing customer service to agents by responding directly to inquiries, or by referring inquiries regarding the status of a case after an application has been submitted.
• Maintain awareness of new or modified product offerings and industry developments.

Skills

Communication skills

Sales and negotiation

Relationship building

Analytical thinking

Organizational skills

Education

Bachelor's degree in business/finance

Life insurance license preferred

Job description

Ash Brokerage, part of Integrity Marketing, seeks a Retirement Income Designer to help retirement professionals select annuity contracts tailored to clients’ needs. You will analyze market options and partner with agents to design optimal solutions.

The role emphasizes client service, ongoing education for agents, and building strong carrier relationships. A business/finance background and insurance exposure are preferred, with licensing within 90 days.