Retirement Income Designer
Apply on Integrity Marketing Group's site
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 Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.
On the Retirement team, we’re strong advocates for our agents and their clients and work in a time-sensitive, market-driven environment to meet needs.
Responsibilities:
A Retirement Income Designer provides objective, consultative services in response to agent/broker requests for assistance in placing the optimal annuity contract policy to meet applicants' unique and individual needs. The consultant sustains continuous focus on quality improvement of processes and services.
- Respond to inquiries from agents/brokers to determine an appropriate annuity contract to meet specific customer needs.
- Work alongside agents to collect information regarding the prospective applicant. Seek to understand the needs of the prospective applicant, perform research and employ knowledge of current market activity and carrier offerings to recommend a contract closely tailored to the applicant's specifications.
- Solicit current and prospective agents and brokers, advising of new products, carriers, services and sales ideas with the intent of generating new and additional business for the company.
- Use carrier software to create professional illustration of proposed policy or contract and transmit to agent for consideration by prospective applicant. Discuss features and merits of the illustrated policy or contract with agent. Actively involve the agent in the redesign and requote of alternatives, if necessary.
- Enter initial illustration activity into internal tracking system and record follow-up activity as it occurs.
- Establish and maintain rapport with agents and carriers.
- Capitalize on opportunities to educate agents on various product offerings and the benefits of doing business with Ash Brokerage.
- Provide ongoing customer service to agents by responding directly to inquiries, or by referring inquiries regarding the status of a case after an application has been submitted.
- Maintain awareness of new or modified product offerings and industry developments.
Talents and Abilities:
- Ability to effectively present information to agents and leadership
- Ability to effectively establish rapport, present information and respond to inquiries from customers
- Strong sales and negotiation skills and ability to influence and persuade to achieve desired outcomes
- Ability to read, analyze and interpret financial reports, insurance policies, coverage documents and regulations
- Ability to calculate figures and amounts such as discounts, interest, commissions, pro-rata percentages and volumes
- Ability to define problems, collect data, establish facts and draw valid conclusions
- Ability to exercise judgment in analyzing, appraising, evaluating and solving problems of a difficult procedural, organizational or administrative nature
- Strong organizational and follow-through
- Strong communication skills both verbal and written
Education and Experience:
- Bachelor's degree with a major in business or finance and 1-2 years of related experience and/or training; or equivalent combination of education and experience
- Prior experience in the sale or marketing of insurance and financial products highly desirable
- Life insurance license preferred or ability to obtain within first 90 days
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.
About Integrity Marketing Group
Integrity Marketing Group is a provider of life and health insurance, offering wealth management and retirement planning services.
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