Retirement Income Specialist

🔥 23 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Integrity Marketing Group LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2006

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Integrity Marketing Group LLC is a unique company that leverages technology, data, and a personal touch to enhance the insurance and financial services experience. By innovating holistic solutions, Integrity helps individuals protect their life's financial aspects and health comprehensively. The company's omnichannel platform simplifies the process of securing insurance and financial services, connecting carriers and consumers from marketing through distribution. Integrity uses proprietary technology, industry-leading data analytics, and strategic partnerships to offer world-class service to consumers, agents, and advisors. As an employee-owned company, Integrity values family, service, and ethical business practices.

📋 Description

• Develop and execute an appropriate business plan to meet and exceed revenue goals in the First Citizens territory • Maintain 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 covering annuity sales concepts, sales opportunities, product information, marketing data, and sales support • Execute leadership-directed marketing activities, including webinars, e-newsletters, video messaging, carrier-sponsored events, and advisor recognition programs • Drive electronic order entry for advisors • Support business and administrative functions of the Retirement Income Consultant • Assist in filling the consultant’s calendar with appointments • Assist with advisor transactions • Resolve service issues and overcome carrier deficiencies when applicable • Deliver presentations promoting Ash Brokerage products, services, resources, and competitive advantages • Respond to inbound service and sales calls • Perform outbound call campaigns to increase sales • Maintain advisor interactions and proposed sales activity data in the contact management system

🎯 Requirements

• 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 • Sense of urgency • Superior customer (advisor) service skills • Ability to multi-task with attention to detail • 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%)

🏖️ Benefits

• Competitive compensation package • Benefits providing peace of mind for employees and their families • Professional opportunities and career acceleration • Supportive, family-like work environment • Professional development and career path opportunities