Jason Smith

Retirement Income Specialist at Ash Brokerage | Between Branches Podcast | National Social Security Advisor

Role
Retirement Income Specialist at Ash Brokerage
Location
Indianapolis, IN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jason Smith

j••••••••@ashbrokerage.com 31••••••47 As an Retirement Income Specialist…

Experience

  1. Retirement Income Specialist

    Ash Brokerage

    Feb 2019 — Present

    As a Retirement Income Specialist at Ash Brokerage, I work directly with our Retirement Income Consultants and advisors to strategically manage a territory, cultivate new relationships and increase sales opportunities for advisors and their practice. Additionally, we work to:* Promote, market and educate advisors on companies’ products and services using effective sales and marketing techniques.*Possess knowledge of all company products and creative ways to market these products for advisors using advanced marketing concepts. Provide advisors with product information, quotations, and materials required to be licensed and/or write business. Understand in detail annuities, life insurance, long-term care, Medicaid and tax code relating to the industry.*Introduce advisors to our value-added programs and their benefits. Identify and maintain contact with potential and existing advisors.*Identify and maintain contact through follow-up on product quotes and materials sent to advisors.*Provide advisors with support and problem solving in all areas.Ash Brokerage’s team of more than 350 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions for their clients. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs.

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Jason Smith — Retirement Income Specialist at Ash Brokerage in Indianapolis, IN, US | Unifers