Retirement Income Architect

Integrity Marketing Group; Fort Wayne (IN); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

Integrity Marketing Group seeks a Retirement Income Designer to assist financial professionals in selecting optimal annuity contracts that meet applicants’ needs. You will work closely with agents, assess client goals, and tailor recommendations based on carrier options and market activity.

The role emphasizes service quality, education of agents on product offerings, and proactive communication to improve outcomes for clients and partners alike.

Qualifications

• Bachelor's degree in business or finance required.
• 1–2 years of related experience and/or training; or equivalent.
• Life insurance license preferred or ability to obtain within first 90 days.

Responsabilités

• Provide objective, consultative services to place the optimal annuity contract for applicants.
• Sustain continuous quality improvement of processes and services.
• Respond to inquiries from agents/brokers to determine appropriate annuity contracts.

Connaissances

Communication skills

Negotiation

Relationship building

Sales

Financial analysis

Formation

Bachelor's degree in business/finance

Life insurance license preferred

Description du poste

Integrity Marketing Group seeks a Retirement Income Designer to assist financial professionals in selecting optimal annuity contracts that meet applicants’ needs. You will work closely with agents, assess client goals, and tailor recommendations based on carrier options and market activity.

The role emphasizes service quality, education of agents on product offerings, and proactive communication to improve outcomes for clients and partners alike.