3 wholesaler jobs found

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...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. What you’ll really do day-to-day Prospect & consult: Make proactive daily outreach to Financial Professionals (FAs/advisors, plan sponsors, administrators) to uncover needs, position product solutions, and support practice management. Territory co-ownership: Operate in sync with an External Wholesaler—planning campaigns, following up post-meeting, handling illustrations/proposals, and progressing opportunities through the pipeline. Market intelligence: Stay on top of...

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...