Internal Wholesaler

Actively seeks feedback on sales presentations and demonstrates continuous improvement in client communication techniques Excellent communication and people skillstreating clients, colleagues, and partners with respect and patience. If you are energized by solving problems, building meaningful relationships, embracing new challenges, and continuously improving your skills, you'll find an exciting opportunity to make an impact while growing your career alongside a collaborative, high-performing team.

Internal Wholesaler Launch your career with a company that's rethinking retirement! At WealthVest, we're looking for motivated, relationship-driven individuals who thrive in a fast-paced environment and are eager to grow. As an Internal Wholesaler, you'll partner with experienced sales professionals to help financial advisors build successful businesses while developing your own expertise in financial products, sales strategy, and relationship management. Whether you are looking to build your career in beautiful Bozeman, Montana, or you're an experienced Internal Wholesaler seeking a remote opportunity from elsewhere in the United States, we'd love to hear from you. If you are energized by solving problems, building meaningful relationships, embracing new challenges, and continuously improving your skills, you'll find an exciting opportunity to make an impact while growing your career alongside a collaborative, high-performing team. Job Purpose/Role: 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 everyoneour 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. Responsibilities: 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 clientsfinancial professionalsto ensure their success. Key Requirements, Skills & Experience: Demonstrates ability to meet deadlines and adapt priorities in response to shifting business needs Demonstrates self-directed work habits and adapts effectively to changing priorities with limited direct supervision 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. Actively seeks feedback on sales presentations and demonstrates continuous improvement in client communication techniques Excellent communication and people skillstreating 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 deliverquality 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. Incorporates feedback from managers and peers into improved performance and proactively seeks input on professional development. Demonstrates situational awareness in client interactions and exercises sound judgment in navigating sensitive or complex situations. Be highly detail-oriented, resourceful, and creativecapable of solving complex problems using WealthVest's and our carrier partners extensive resources. Consistently identifies and acts on opportunities to advance client and business outcomes without requiring explicit direction for each task. 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. Were looking for driven individuals who want to be part of something biggerare you ready to grow with us? Location: Bozeman, Montana (On-Site) | Remote - United States (Experienced Candidates) This position is open to candidates located in or willing to relocate to Bozeman, Montana, as well as remote candidates based anywhere within the United States. Remote eligibility for this role is typically reserved for candidates with 2 or more years of demonstrated experience as a licensed Internal Wholesaler, Sales Associate, Regional Consultant, Associate Financial Advisor, or relevant combined experience. All candidates must be authorized to work in the United States. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.