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Retirement Income Specialist

integrity marketing group·US·United States·mid
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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 advi