Territory Growth Consultant for Financial Advisors

integritymarketing

Denver (CO)

On-site

USD 90,000 - 150,000

Full time

4 days ago
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Benefits offered by this job

Benefits package
Competitive compensation

Job summary

Integrity is seeking a Protection Plan Consultant to recruit and manage a Denver-based territory, partnering with financial institutions to grow revenue. You will educate advisors on Ash's solutions, protect the brand, and coordinate with internal teams to deliver top-tier service.

You will travel up to 75% to meet top producers, log activities in CRM, and maintain a solutions-based approach while building lasting advisor relationships.

Qualifications

  • Bachelor's degree in business, finance, sales or related field with 4+ years experience.
  • FINRA Series 6 and resident life license required; knowledge of life insurance products.
  • CLU/CFP/RSFP designations preferred; strong relationship-building skills.

Responsibilities

  • Build and maintain Financial Institutions relationships; recruit new producers.
  • Manage territory, drive revenue growth, protect Ash brand and culture.
  • Lead and educate advisors to present Ash's solutions; coordinate with internal teams.
  • Log activities in CRM; follow a solutions-based sales approach.
  • Travel up to 75% to meet top producers and referral sources.

Skills

Territory management
Relationship building
Recruiting
Revenue growth
Travel up to 75%
CRM / MS Office
Excellent communication

Education

Bachelor's degree in business/finance/sales
FINRA Series 6
Resident life insurance license
CLU/CFP/RSFP preferred

Tools

CRM software
Microsoft Office

Job description

Integrity is seeking a Protection Plan Consultant to recruit and manage a Denver-based territory, partnering with financial institutions to grow revenue. You will educate advisors on Ash's solutions, protect the brand, and coordinate with internal teams to deliver top-tier service.

You will travel up to 75% to meet top producers, log activities in CRM, and maintain a solutions-based approach while building lasting advisor relationships.

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