Retirement Income Specialist
牌经纪商已经致力于影响生活。我们建立在关系的力量上，这仍然推动着我们的文化今天。我们350人团队与1971年的服务中心文化一样。牌经理公司与金融专业人士合作，帮助寻找，理解和处理保险和退休解决方案来保护客户在生命的每一个阶段。作为 integrity 家庭的一部分，我们帮助人们保护他们的健康和财富未来好日子并充分利用生活带来的东西。责任。退休收入专家与他们的团队密切合作，制定和执行适当的业务计划，以满足特定地区的营收目标并超越其。你将通过保持与现有和潜在客户的良好关系，将停滞不前的客户转化为生产客户，并在该地区获得新业务来实现这一目标。你提供优质服务，并证明支持顾问的快速执行。要成功，你将：·进行主动销售电话分享年会销售概念和销售成功，识别出销售机会，提供产品信息，收集市场数据，并提供销售支持。· 执行领导团队决定的营销活动。这些积极的活动可以包括网络研讨会，电子新闻稿，视频消息发送，运营商赞助的活动和顾问认可和赞赏计划。· 推动电子订单进入来简化顾问新业务。· 在适用的情况下找到解决服务问题并克服运营商缺陷。· 为推广 Ash Brokerage 产品，服务，资源和竞争优势提供有效的演示。·响应接入服务和与销售相关电话，为所有内部和外部客户提供出色的客户体验。· 执行出口调用活动，以提高销售率高于敏感波动的水平 · 使用联系管理系统创建和维护所有顾问互动以及关于当前和拟议的销售活动数据 • 才华与能力 • 紧迫感 · 高端客户服务技能 · 能够重视细节并确保项目完成速度和精确度的多任务 · 在团队环境中独立工作的能力 · 具有优秀的口头和书面沟通技巧，并且必须熟练使用微软套件和移动设备 · 有时在该地区旅行
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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 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 within the territory (less than 10%)
Education and Experience:
- Bachelor’s 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
- Resident state life and health insurance license required or must be obtained within 90 days of hire
- Registered with broker dealer within 180 days of hire
• Series 7 within first 12 months
- Experience in annuity and securities product sales is preferred
- Previous experience in the financial services industry is preferred
- Competitive analysis experience is preferred
About Integrity
Integrity is one of the nation’s 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 you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve 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. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
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.
Originally posted on Himalayas