Integrity Marketing Group

Core Responsibilities: This role requires 50% travel to agency sites to train on life insurance and annuities products and sales strategies. Sales & Production Conduct daily sales activities including calls, case design, and product consultations. Drive accountability and production through field engagement and relationship building. Conduct up to 6 live office visits per month to support field growth. Agent Support & Development Provide high-level support to agents with a focus on teaching rather than doing the work for them. Assist with product selection, illustrations, and sales strategies. Serve as a trusted advisor to the field. Training & Education Conduct weekly live and virtual training for agents. Educate agents on annuity products and how to properly select them. Carrier & Product Relationship Management Maintain relationships with carrier wholesalers to stay current on products and updates. Support agents in...

Annuities Wholesaler - CFP 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 We are looking for an experienced Annuity Wholesaler and CFA/CFP t to forecast revenues and expenditures and advise us on future budgeting. For this role, you should hold a degree in Finance or Accounting (ideally with a CFA certification) followed by relevant work experience. Knowledge of forecasting models and cost accounting processes are key requirements for this position. You will explore investment options and set company-wide financial policies. Ultimately, you will ensure our financial planning is healthy and profitable and aligns...

Core Responsibilities: This role requires 50% travel to agency sites to train on life insurance and annuities products and sales strategies. Sales & Production Conduct daily sales activities including calls, case design, and product consultations. Drive accountability and production through field engagement and relationship building. Conduct up to 6 live office visits per month to support field growth. Agent Support & Development Provide high-level support to agents with a focus on teaching rather than doing the work for them. Assist with product selection, illustrations, and sales strategies. Serve as a trusted advisor to the field. Training & Education Conduct weekly live and virtual training for agents. Educate agents on annuity products and how to properly select them. Carrier & Product Relationship Management Maintain relationships with carrier wholesalers to stay current on products and updates. Support agents in...