Retirement Income Specialist

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

📋 Description

• Create and implement a strategic business plan to achieve and surpass revenue targets in a designated territory.

• Cultivate strong relationships with both current and potential clients.

• Transform inactive clients into active contributors while securing new business within the territory.

• Deliver exceptional service and prompt execution to assist advisors.

• Conduct proactive sales calls to share annuity sales strategies and successes, pinpoint sales opportunities, provide product information, collect marketing data, and extend sales support.

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

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

• Identify solutions for service challenges and address carrier shortcomings when necessary.

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

• Handle incoming service and sales-related calls from both internal and external customers.

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

• Utilize the contact management system to track advisor interactions and data regarding ongoing and future sales activities.

⛳️ 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.

• A resident state life and health insurance license is required or must be obtained within 90 days of employment.

• Registration with a broker dealer is required within 180 days of employment.

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

• Experience in annuity and securities product sales is preferred.

• Prior experience in the financial services industry is preferred.

• Experience with competitive analysis is preferred.

• Outstanding customer (advisor) service skills.

• Ability to manage multiple tasks with attention to detail to ensure timely and accurate project completion.

• Capability to work both independently and collaboratively in a team setting.

• Excellent verbal and written communication skills.

• Proficient in Microsoft Suite and mobile device usage.

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

🏝️ Benefits

• Competitive compensation package.

• Benefits that provide peace of mind for you and your family.

• Professional opportunities to enhance your career growth.

• Reasonable accommodations for qualified individuals with disabilities.