Retirement Income Specialist

Integrity; Salt Lake City (UT); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Ash Brokerage is seeking a Retirement Income Specialist to develop and execute business plans for a defined territory. You will maintain relationships with existing and prospective clients, convert dormant clients, and acquire new business while providing exceptional service.

The role emphasizes proactive sales, marketing activities, and prompt execution to support advisors, with occasional travel within the territory. A bachelor’s degree and insurance licenses or time to obtain are required.

Qualifications

• Bachelor’s degree in business, finance, or related field plus 2 years of related experience.
• Resident state life and health insurance license or must be obtained within 90 days.
• 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 opportunities, identify sales opportunities, provide product information, gather marketing data, and offer sales support.
• Execute marketing activities such as webinars, e-newsletters, video messaging, carrier sponsored events, and advisor recognition 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

Skills

Sense of urgency

Superior customer service

Multi-tasking

Independence

Strong communication

MS Office

Mobile device usage

Travel

Education

Bachelor's degree in business/finance or related field

2+ years related experience

Life and health license or within 90 days

Broker-dealer registration within 180 days

Series 7 within 12 months

Tools

CRM software

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. 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 it daily. Joining us means being part of a hyper‑growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 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, 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.

Please note that all official communications from Integrity will come from @integrity.com or Workday domains.

Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network.

Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs.

Wherever you are in life, the future can be a leap of faith.