Wholesaler

Reposted Yesterday
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Scottsdale, AZ, USA
In-Office
Junior
Insurance • Professional Services • Software • Financial Services
The Role
In-office wholesaler responsible for recruiting and qualifying financial advisors into the firm using provided leads and a detailed marketing plan. Manage CRM database, document follow-ups, coordinate calls/webinars, and present Quantum products across accumulation, income, and death-benefit disciplines.
Summary Generated by Built In

Wholesaler

The Quantum Group

Scottsdale, Arizona

About the Quantum Group

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.

Job Summary

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

Primary 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.

Primary Skills & 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

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.

Skills Required

  • Ability to work in a very fast paced sales environment
  • Enjoy pursuing new business and recruiting advisors
  • Comfortable making outbound phone prospecting calls
  • Goal oriented and motivated by compensation
  • Sales experience making prospecting or qualifying sales calls
  • In-office work in North Scottsdale, Arizona
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The Company
29,757 Employees
Year Founded: 2006

What We Do

Integrity Marketing Group is a leading omnichannel insurtech platform and one of the nation's largest independent distributors of life and health insurance products. The company leverages data and proprietary technology to provide holistic health, life, and wealth solutions, primarily focusing on the senior market. It offers a broad platform of resources and tools to support its network of independent agents.

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