Cindy Dawson Email & Phone Number

As an Retirement Business Analyst at Ash Brokerage, it's a great joy to help those who are helping others with their planning needs. It's important to find customized ways to impact and enhance the practices of those in the financial services profession.At its core, Ash Brokerage is about Honoring the Impact® in the lives of the financial professionals who choose to partner with us – we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways … Simply put, we make a difference in the lives of people.Ash is uniquely different … we represent a lot of insurance companies and their products, but that’s not what distinguishes us from other distributors; our people and our culture do. We are driven & focused on helping our advisors get to that next level in their professional lives or bring the passion back into their businesses.Ash believes in thinking differently … we have cultivated a culture of challenging ourselves for continuous improvement. It’s not enough to want better quality and greater efficiencies; we look beyond the routine to identify new and different approaches. We believe in innovation, process improvement and transformational leadership. We’re The Practice Enhancement Company … we do this by enhancing our advisors’ professional credibility and complement their business models, empowering them to unlock business in areas where they are struggling. With a national presence, Ash Brokerage’s team of more than 300 industry experts is committed to investigating, analyzing and comparing products and sales concepts. This unprecedented level of care with hands-on experience ensures advisors receive the right solutions for their clients as well as an unbiased and objective analysis of their clients’ insurance needs. Let us unlock your potential … Let’s do business together!

Listed skills include Fixed Annuities, Analysis, Financial Planners, Sales, and 20 others.

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  Retirement Business Analyst

  Ash Brokerage

  Sep 1999 - Present - Fort Wayne, Indiana Area

  As an Retirement Business Analyst at Ash Brokerage, I work directly with our internal and external wholesalers as well as 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.