Retirement Income Specialist

Vaga não está no LinkedIn

🕒 Agosto 19

🌵 Arizona, Montana, +3 estados a mais – Remoto

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⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

👻 Score fantasma 26%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Integrity Marketing Group LLC

Integrity Marketing Group LLC

5001 - 10000 funcionários

Fundada em 2006

💼 Consultoria

🏥 Saúde

📣 Marketing

Consulting • Healthcare • Marketing

A Integrity Marketing Group LLC é uma empresa única que utiliza tecnologia, dados e um toque pessoal para aprimorar a experiência em seguros e serviços financeiros. Inovando com soluções holísticas, a Integrity ajuda indivíduos a proteger de forma abrangente os aspectos financeiros e de saúde de suas vidas. A plataforma omnicanal da empresa simplifica o processo de obtenção de seguros e serviços financeiros, conectando operadoras e consumidores do marketing à distribuição. A Integrity utiliza tecnologia proprietária, análise de dados líder na indústria e parcerias estratégicas para oferecer um serviço de classe mundial a consumidores, agentes e consultores. Como uma empresa pertencente aos empregados, a Integrity valoriza a família, o serviço e práticas comerciais éticas.

Descrição

• Develop and execute an appropriate business plan to meet and exceed revenue goals in a specific territory • Maintain strong relationships with existing and prospective clients • Convert dormant clients into producing clients and acquire new business within the territory • Provide superior service and prompt execution to support advisors • Make proactive sales calls to share annuity sales concepts and successes, identify opportunities, provide product information, gather marketing data, and offer sales support • Execute leadership-directed marketing activities, including webinars, e-newsletters, video messaging, carrier-sponsored events, and advisor recognition programs • Drive electronic order entry to streamline new business for advisors • Find solutions to service issues and overcome carrier deficiencies • Deliver presentations promoting Ash Brokerage products, services, resources, and competitive advantages • Respond to inbound service and sales calls for internal and external customers • Perform outbound call campaigns to increase sales above rate-sensitive fluctuations • Maintain advisor interactions and data on current and proposed sales activities in the contact management system

🎯 Requisitos

• 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 • Superior customer (advisor) service skills • Ability to multi-task with attention to detail to ensure speed and accuracy • Ability to work independently and in a team environment • Excellent oral and written communication skills • Proficient in Microsoft Suite and mobile device usage • Occasional travel within the territory (less than 10%)

🏖️ Benefícios

• Competitive compensation package • Benefits that provide peace of mind for employees and families • Professional opportunities and career acceleration • Supportive, family-like work environment • Equal opportunity employer • Reasonable accommodations for qualified individuals with disabilities

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