Annuities Wholesaler - CFP

Integrity Marketing Group; Scottsdale (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

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

Job summary

Insurance Administrative Solutions, L.l.c. in Scottsdale, Arizona is seeking an experienced Annuity Wholesaler to lead financial planning and profitability. This role involves forecasting revenues, developing financial models, and advising on budgeting.

The ideal candidate will have a strong background in finance, expert knowledge of MS Excel, and relevant certifications are a bonus. Benefits include medical insurance, retirement plans, and paid time off.

Qualifications

• 5+ years of experience in financial analysis or similar roles.
• Proficient use of financial and statistical software.
• Strong understanding of accounting laws and regulations.

Responsibilities

• Develop financial models through benchmarking and process analysis.
• Forecast quarterly and annual profits.
• Analyze and report on current financial status.

Skills

Proven work experience as a Senior Financial Analyst

Hands-on experience with financial software

Expertise in MS Excel

Familiarity with finance databases and ERP systems

Excellent analytical skills

Demonstrable strategic thinking

Education

BS degree in Finance, Accounting, or Economics

Relevant certification (CFA/CPA) is a plus

Tools

Financial and statistical software

Job description

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.