Retirement Income Strategist | Territory Growth

Integrity; New Mexico; On-site; USD 60,000 - 100,000; Full time

Job summary

Integrity is seeking a Retirement Income Specialist to partner with financial professionals, build and maintain client relationships, and drive annuity sales across a designated territory. You will deliver exceptional service, execute strategic outreach, and support advisors through proactive marketing and timely communication.

The role emphasizes relationship building, problem solving, and a focus on delivering against revenue goals while maintaining high standards of compliance and customer

Qualifications

• Bachelor’s degree in business, finance, or related field required or equivalent experience.
• Resident life and health insurance license required or must be obtained within 90 days of hire.
• Series 7 within first 12 months.
• Experience in annuity and securities sales is preferred.

Responsibilities

• Make proactive sales calls to share annuity sales concepts and opportunities.
• Execute marketing activities such as webinars, e-newsletters, videos, events.
• Drive electronic order entry to streamline new business for advisors.
• Find solutions to service issues and carrier deficiencies.
• Deliver presentations to promote Integrity products and advantages.
• Respond to inbound service and sales calls with excellent customer experience.
• Perform outbound call campaigns to increase sales.
• Maintain advisor interactions in the contact management system.

Skills

Sense of urgency

Superior customer service

Excellent communication

Multi-tasking

Education

Bachelor’s degree in business/finance/related field

Series 7 license within 12 months

Tools

Microsoft Office

Job description

Integrity is seeking a Retirement Income Specialist to partner with financial professionals, build and maintain client relationships, and drive annuity sales across a designated territory. You will deliver exceptional service, execute strategic outreach, and support advisors through proactive marketing and timely communication.

The role emphasizes relationship building, problem solving, and a focus on delivering against revenue goals while maintaining high standards of compliance and customer