Retirement Income Specialist

This is a fully remote position, open to applicants in Arizona, +4 more states.

📋 Description

• Create and implement a comprehensive business strategy to achieve and exceed revenue targets in a designated territory.

• Foster strong relationships with both current and potential clients.

• Transform inactive clients into active contributors and secure new business within the territory.

• Deliver exceptional service and timely execution to assist advisors.

• Proactively engage in sales calls to communicate annuity sales concepts and successes, identify opportunities, provide product details, collect marketing data, and offer sales assistance.

• Carry out marketing initiatives directed by leadership, including webinars, e-newsletters, video messaging, carrier-sponsored events, and advisor recognition programs.

• Facilitate electronic order entry to optimize new business processes for advisors.

• Identify solutions for service challenges and address carrier shortcomings.

• Present Ash Brokerage products, services, resources, and competitive advantages effectively.

• Handle inbound service and sales inquiries for both internal and external customers.

• Conduct outbound call campaigns to boost sales beyond rate-sensitive fluctuations.

• Keep track of advisor interactions and data regarding current and proposed sales activities in the contact management system.

⛳️ Requirements

• Bachelor’s degree in business, finance, or a related field, along with a minimum of two years of relevant experience and/or training, or an equivalent combination of education and experience.

• Life and health insurance license for the resident state is required, or must be obtained within 90 days of hiring.

• Registration with a broker dealer must be completed within 180 days of hiring.

• Series 7 licensing must be achieved within the first 12 months.

• Experience in annuity and securities product sales is preferred.

• Previous experience in the financial services sector is preferred.

• Competitive analysis experience is advantageous.

• Exceptional customer service skills directed towards advisors.

• Ability to manage multiple tasks with a focus on detail to ensure both speed and accuracy.

• Capability to work independently as well as collaboratively in a team setting.

• Strong oral and written communication skills.

• Proficient in Microsoft Suite and adept at using mobile devices.

• Occasional travel within the territory (less than 10%) may be required.

🏝️ Benefits

• Competitive compensation package.

• Benefits that offer peace of mind for employees and their families.

• Opportunities for professional growth and career advancement.

• Supportive, family-oriented working environment.

• Equal opportunity employer.

• Reasonable accommodations for qualified individuals with disabilities.