Annuities Wholesaler - CFP

Annuities Wholesaler - CFP

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 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 with business objectives.

Primary Responsibilities:

• Develop financial models through benchmarking and process analysis
• Forecast quarterly and annual profits
• Prepare cost projections
• Analyze and report on current financial status
• Conduct thorough research of historical financial data
• Explore investment options and present risk and opportunities
• Coordinate with the CFO and the executive team on long-term financial planning
• Compare anticipated and actual results and identify areas of improvement
• Participate in budgeting (for departments and projects)
• Review accounting transactions for data accuracy
• Establish financial policies
• 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 (creating spreadsheets and using advanced formulas)
• Familiarity with finance databases
• Understanding of Enterprise Resource Planning systems (ERP)
• Up-to-date with accounting laws and regulations
• Excellent analytical skills
• Ability to present financial data using detailed reports and charts
• Demonstrable strategic thinking skills
• Confidentiality in handling sensitive financial information
• BS degree in Finance, Accounting or Economics
• Relevant certification (e.g. CFA/CPA) is a plus

Benefits Available

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability

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.