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, helping advisors realize their vision and achieve their professional goals.

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
• Cook up 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

About Integrity

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!

Benefits

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

About Integrity

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.