Questpro · 1 week ago
Internal Wholesaler (Annuity / IMO)
United States
Full-time
Remote
New Grad, Entry LevelQuestpro is a company seeking an Internal Wholesaler to support external wholesalers and financial advisors. The role involves providing product expertise, driving sales through outreach, managing territories, and coordinating marketing campaigns, specifically focusing on Annuity products with IMO distribution partners.
FinanceFinancial ServicesInsuranceManagement ConsultingRecruitingRisk ManagementStaffing Agency
Responsibilities
Sales Support: Act as an internal subject matter expert on annuity products, features, and competitive landscape; handle product questions, rate inquiries, and large case support via phone/virtual meetings
Relationship Management: Build strong relationships with financial advisors, agents, and internal partners (underwriting, marketing)
Territory Management: Collaborate on territory plans, identify opportunities, and follow up on leads generated by external partners or marketing
Marketing & Campaigns: Coordinate and execute marketing initiatives, call campaigns, and sales activities with the external team
Case Design: Assist with advanced case design, illustrations, and proposals to fit client needs
Activity Tracking: Document all field interactions and sales activity in the firm's CRM ( Salesforce, etc.)
Proactive Outreach: Initiate daily sales calls to strengthen relationships, provide support, and drive the sales process forward
Qualification
Required
Bachelor's degree in Finance, Business, or related field
Active FINRA Series 6, 63, and Life & Health Insurance licenses (or willingness to obtain)
Strong knowledge of annuity products and retirement planning concepts
Excellent communication, presentation, and interpersonal skills
Goal-oriented, highly organized, and adept at working in a fast-paced environment
Benefits
Best in class corporate medical and retirement benefits
PTO
Work life balance
Opportunity to advance
Excellent total pay including base salary and variable commission
Company
Questpro
Questpro is a financial & insurance & recruiting firm mainly dealing with insurance & staffing and recruiting services & risk management.
Founded in 1996
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kevin Burch
CEO
Recent News
Company data provided by crunchbase