Retirement Income Specialist

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

Job summary

Integrity, LLC is seeking a Retirement Income Specialist to partner with financial advisors in Indiana to build revenue in a defined territory. You will nurture relationships, convert dormant clients, and win new business while delivering exceptional service and timely execution.

Proactive calls, webinars, and events form the core outreach plan. You will manage advisor interactions through a CRM, present competitive advantages, and handle inbound/outbound inquiries.

Qualifications

• Bachelor’s degree in business, finance or related field with 2+ years of experience.
• State life and health license required or must be obtained within 90 days.
• Broker-dealer registration due within 180 days of hire; Series 7 within 12 months.
• Experience with annuity and securities sales preferred.

Responsibilities

• Make proactive sales calls to share annuity concepts, identify opportunities, gather data and support advisors.
• Execute marketing activities including webinars, newsletters, video messaging, and events.
• Drive electronic order entry to streamline new business for advisors.
• Resolve service issues and address carrier deficiencies as needed.
• Deliver presentations highlighting Ash Brokerage products and advantages.
• Respond to inbound sales and service inquiries with excellent customer experience.
• Perform outbound campaigns to increase sales during rate-sensitive periods.
• Use the CRM to document advisor interactions and sales activity.

Skills

Sense of urgency

Superior customer service

Multi-tasking

Independent worker

Oral and written communication

MS Office proficiency

CRM / contact management systems

Travel willingness

Education

Bachelors in business or finance

2+ years in related role

Life and health license or ability to obtain in 90 days

Broker-dealer registration within 180 days

Series 7 within 12 months

Experience in annuity and securities sales

Tools

CRM system

Microsoft Office

Job description

For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of 350 is the same service-centered culture as we were in 1971. Ash Brokerage works with financial professionals to help find, understand and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.

Responsibilities

Retirement Income Specialists work closely with their team to develop and execute an appropriate business plan to meet and exceed revenue goals in a specific territory. You’ll do this by maintaining strong relationships with existing and prospective clients, converting dormant clients into producing clients, and acquiring new business within the territory. You provide superior service and demonstrate prompt execution to support advisors. To be successful, you will:

• 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. These proactive activities can include webinars, e-newsletters, video messaging, carrier sponsored events, and advisor recognition and appreciation programs.
• 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

Talents and Abilities

• Sense of urgency
• Superior customer (advisor) service skills
• Ability to multi-task with attention to detail to ensure speed and accuracy in completion of projects
• Ability to work independently and in a team environment
• Excellent oral and written communication skills and must be proficient in Microsoft Suite and mobile device usage
• Occasional travel within the territory (less than 10%)

Education and Experience

• Bachelor’s degree with major in business, finance, or a related field, plus a minimum of two years of related experience and/or training, or …
• Equivalent combination of education and experience
• 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
• Previous experience in the financial services industry is preferred
• Competitive analysis experience is preferred

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Why?

Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.