About us
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.
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 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.
Compensation Structure
- 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.
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 clients—financial professionals—to ensure their success.
Key Requirements, Skills & Experience:
- 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