Wholesaler

Integrity•Scottsdale, AZ

7d•Onsite

About The Position

The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client-centric insurance solutions with strategic marketing, advanced planning and operations support, helping advisors realize their vision and achieve their professional goals. Quantum, an entrepreneurial, fast-paced financial sales and marketing firm in North Scottsdale is looking for an in-office Wholesaler. Salary opportunities commensurate with experience. This internal sales position is responsible for recruiting financial advisors into our organization by following a detailed marketing plan. You will learn our products and then find and qualify advisors who would benefit from our products in their practices. You will maintain a pipeline of leads provided to you.

Requirements

Ability to work in a very fast paced sales environment
Enjoy the chase of new business
Not afraid of the phone
Goal oriented and money motivated
Sales experience making prospecting or qualifying sales calls

Responsibilities

Implement recruiting strategy to increase sales and cultivate new advisors/agent relationships.
Manage your database and utilize multiple methods of contact and documentation in our system.
Gain in-depth knowledge of financial markets, Quantum products/services and competitive landscape.
Responsible for discussing Quantum products across all disciplines: accumulation, income, death benefits.
Document and follow up on sales leads.
Coordinate conference calls and webinars between our wholesalers and advisors.