Retirement Advanced Markets & Planning Consultant

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. Ash Brokerage supports financial professionals to deliver 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 Advanced Markets and Planning Team, we assist our Ash sales team and financial professionals with advanced planning techniques in the retirement planning process. As a RAMP Consultant, you will talk to financial professionals about annuity audit results, structured notes, income planning, and trust-owned annuities with wealth management opportunities for advisors.

Responsibilities

A Retirement Advanced Markets and Planning Consultant creates opportunities for Ash Client Solutions, maintains a hub for advisors on structured notes and serves as a point person for questions pertaining to Advanced Planning concepts.  

To be successful, you will:

• Conduct Annuity Performance Reviews
• Support advisors with JourneyGuide software
• Effectively communicate sales concepts via phone call
• Create factfinders to demonstrate the utilization of annuities as part of a client’s portfolio
• Create reports for advisors to show the power of tax deferral
• Maintain a structured notes hub for advisors
• Serve as primary contact for advisors’ questions around structured notes
• Create white papers for advanced planning concepts
• Be active on social media to drive engagement
• Conduct advanced planning presentations to address risks, client solutions, structured notes
• Conduct quarterly product evaluation and produce Ash reports
• Produce monthly product reports
• Build relationships and trust with our internal and external sales teams to help drive revenue growth in the division
• Provide research and information on indices, product enhancements, and opportunities that appear to be useful nationally

Talents and Abilities

• Detail-oriented
• Strong phone and computer skills – specifically Microsoft Excel and Word – with the ability to quickly learn use of our internal and carrier software
• Analytical nature to break down different contracts and compare in a best interest perspective
• Ability to communicate complex issues with income planning tools to simple terms that the financial professional can relay to the client
• Ability to communicate complete products (notes) into simple stories for RIA/IARs to understand
• Ability to communicate via email, phone, digital media, use DSRs, and video concepts
• Requirement to adhere to compliance protocols and use less materials and more verbal ideas to share information
•  Fluent in advanced topics like non-natural ownership of annuities, annuity taxation, qualified account taxation, estate tax taxation of annuities, probate knowledge

Education and Experience

• Bachelor’s degree with major in business or related field is required
• 5+ year of annuity experience or equivalent retail experience
• RIA market experience for wholesaling preferred

• Professional designations such as ChFC©, CLU©, CFP©, RICP© are beneficial
• Series 6 & 63 required OR Series 7 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.