Retirement Income Specialist

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 almost 400 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 Marketing 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 a Retirement Income Consultant to develop and execute an appropriate business plan to meet and exceed revenue goals in the First Citizens territory. Youll 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 to FCIS representatives.
• 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.
• Support business and administrative functions of the Retirement Income Consultant and work in conjunction to assist in filling their calendar with appointments as necessary.
• Assist with transactions through the First Citizens platform to accommodate 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 to First Citizen bank branches (less than 10%)

Education and Experience:

• Bachelors 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
• FINRA Series 6 license required or must be obtained within 180 days of hire
• Resident state life and health insurance license required or must be obtained within 90 days of hire
• Experience in annuity and securities product sales is preferred
• Previous experience in the financial services industry is preferred
• Competitive analysis experience is preferred

This position is located in Fort Wayne Indiana.

About Integrity

Integrity is one of the nations 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 youll love and well love you back. Were proud of the work we do and the culture weve 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 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. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

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.