Internal Wholesaler

Based out of Bozeman, MT, WealthVest Marketing is a financial services marketing and distribution firm, that specializes in consulting Financial Advisors regarding top of the line insurance products. As a member of our team, you will: be empowered to innovate, be solutions-oriented, and encouraged to drive a culture of continuous improvement.

Our goal is to enable you to reach your professional goals and be an integral part of a team of people that are driving to achieve departmental and overall organizational goals.

The Internal Wholesaler (IW) will partner with External Wholesalers to represent a carrier partner and educate and assist financial professionals in incorporating its financial products into their business and with their clients. The IW will handle service issues and sales/marketing tasks identified by their manager and/or external partner. Additionally, the IW will work to enhance and reinforce the carrier partner brand through superior service.

This is a fast-paced, high-energy role that requires resilience, adaptability, and the ability to thrive in an environment of constant change. WealthVest operates in a dynamic industry, and success here is not for everyone-our culture rewards those who embrace challenges, think quickly, and push for continuous improvement. If you enjoy a rapidly evolving workplace where expectations are high and results matter, this role may be for you.

• Base Compensation: $22 per hour ($50,000 per year factoring in Overtime)
  
• Variable Compensation: in addition to the base salary, measured by Key Performance Indicators (KPIs).
  

In their first year, Internal Wholesalers can expect to earn, in total, between $60,000 and $80,000. In addition, we also offer a Level Up Program that also opens up additional Variable Compensation opportunities as Internal Wholesalers progress into their second and third years with WealthVest.

• Act as the central point and link between the External Wholesaler, the financial professional, and the organization.
  
• Work closely with multiple financial professionals to understand their needs and identify the best possible solutions for their clients daily.
  
• Coordinate with our marketing department to ensure that financial professionals have everything they need once the engagement has started.
  
• Provide input into our processes and tools, as well as work on special projects to support WealthVest and the carrier partner in their pursuit of continuous improvement.
  
• Meet or exceed key performance indicators (KPIs) such as outbound calls and sales presentations.
  
• Provide sufficient phone coverage as a team during business hours.
  
• Develop insurance and product knowledge to effectively position solutions with financial professionals.
  
• Build an understanding of key competitors and develop the ability to position our offering effectively against them.
  
• Develop and maintain a comprehensive understanding of SalesForce.com.
  
• Partner with both External Wholesalers and Marketing to serve our clients-financial professionals-to ensure their success.
  

• Bachelors Degree Required. Major or minor in one or more of the following preferred: Finance, Business (Administration, Management, or other), Education, Economics, Psychology.
  
• Thrive in a fast-moving, high-performance environment with tight deadlines and shifting priorities.
  
• Motivated and flexible with a "can-do" attitude-this is not a role for those who require rigid structure or hand-holding.
  
• Ability to learn, retain, and present detailed product features quickly.
  
• Proactively prospect over the phone and build business relationships.
  
• Provide exceptional customer service to both external and internal clients.
  
• Desire to improve and perfect sales presentation techniques to become an excellent sales professional.
  
• Excellent communication and people skills-treating clients, colleagues, and partners with respect and patience.
  
• Comfortable using voice, video, email, chat, etc., as part of your daily routine.
  
• Take ownership and responsibility for everything you deliver-quality is a must.
  
• Juggle multiple clients and priorities daily without losing track of critical details.
  
• Think strategically, connecting the dots between opportunities and available resources across multiple organizations.
  
• Demonstrate the highest levels of integrity and judgment in all situations.
  
• Possess a growth mindset and be comfortable giving and receiving direct feedback and constructive criticism.
  
• Perform at an exceptional level under high-pressure situations.
  
• Exhibit tremendous emotional intelligence, including foresight and judgment.
  
• Be highly detail-oriented, resourceful, and creative-capable of solving complex problems using WealthVest's and our carrier partner�s extensive resources.
  
• Be a world-class individual contributor-thriving on taking initiative and driving results rather than waiting for direction.
  
• Must be able to work full-time, in-person from our office in Bozeman, Montana.
  
• Must be able to work within a set schedule.
  

This role is for high performers who want to make an impact in a challenging, ever-changing environment. If you enjoy pushing yourself to be better every day, working with like-minded individuals, and embracing the intensity that comes with a fast-paced industry, WealthVest is the place for you. We’re looking for driven individuals who want to be part of something bigger-are you ready to grow with us?

Job Types: Full-time, Permanent

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
  
• 401(k) matching
  
• Dental insurance
  
• Employee assistance program
  
• Flexible spending account
  
• Health insurance
  
• Health savings account
  
• Life insurance
  
• Paid time off
  
• Professional development assistance
  
• Referral program
  
• Vision insurance
  

Work Location: In person