Annuities Wholesaler - CFP

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. Job Summary We are seeking an experienced Annuity Wholesaler and CFP to forecast revenues and expenditures, advise on future budgeting, and lead financial planning to ensure profitability and alignment with business objectives. Primary Responsibilities Develop financial models through benchmarking and process analysis. Forecast quarterly and annual profits. Prepare cost projections and conduct thorough research of historical financial data. Analyze and report on current financial status, comparing anticipated and actual results. Explore investment options and present risk and opportunities. Coordinate with the CFO and executive team on long‑term financial planning. Participate in budgeting for departments and projects. Review accounting transactions for data accuracy and maintain confidential financial information. Establish financial policies and maintain confidentiality of financial information and investment decisions. Primary Skills & Requirements Proven work experience as a Senior Financial Analyst, Financial Analyst, or similar role. Hands‑on experience with financial and statistical software. Expertise in MS Excel, including advanced formulas. Familiarity with finance databases and ERP systems. Up‑to‑date knowledge of accounting laws and regulations. Excellent analytical skills and the ability to present financial data using detailed reports and charts. Demonstrable strategic thinking skills and confidentiality in handling sensitive financial information. BS degree in Finance, Accounting, Economics or a related field. Relevant certification (e.g., CFA/CPA) is a plus. Benefits Medical/Dental/Vision Insurance 401(k) Retirement Plan Paid Holidays and PTO Community Service PTO

FSA/HSA

Life Insurance, Short‑Term and Long‑Term Disability Equal Opportunity Employer 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. #J-18808-Ljbffr Integrity Marketing Group