Retirement Income Specialist

🔥 17 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 to share annuity sales concepts and successes, identify opportunities, provide product information, gather marketing data, and offer sales support • Execute marketing activities including webinars, e-newsletters, video messaging, carrier-sponsored events, and advisor recognition programs • Drive electronic order entry for advisors • Support the Retirement Income Consultant’s business and administrative functions and assist with appointment scheduling • Assist with advisor transactions • Resolve service issues and address carrier deficiencies • Deliver presentations promoting Ash Brokerage products, services, resources, and competitive advantages • Respond to inbound service and sales-related calls • Perform outbound call campaigns to increase sales • Maintain advisor interactions and 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 • 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 • Proficient in Microsoft Suite and mobile device usage • Occasional travel within the territory (less than 10%) • Experience in annuity and securities product sales is preferred • Previous experience in the financial services industry is preferred • Competitive analysis experience is preferred

🏖️ Benefits

• Competitive compensation package • Benefits for employees and their families • Professional opportunities and career acceleration • Reasonable accommodations for qualified individuals with disabilities