Sales Coordinator

About WealthVest

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.
Note: This position is in-office in Bozeman, Montana. You must be located in the vicinity of Bozeman, Montana.
 

Position Description

The Sales Coordinator with spend the first 3 (three) months studying and obtaining 4 (four) key licenses: the Life & Health, S.I.E. (Securities Industry Essentials), Series 6, Series 63. Once the Sales Coordinator successfully completes the required licensing process, they will transition to an Internal Wholesaler. 
As an Internal Wholesaler (IW), you will partner with External Wholesalers to represent Insurance Carriers and educate and assist financial professionals to incorporate its financial products into their business and with their clients. The IW will tend to any service issue or sales/marketing task identified by their manager and/or external partner. Additionally, the IW will work to enhance and reinforce the Insurance Carrier's brand through superior service.

Responsibilities

As an Internal Wholesaler, you will be the central point and link between the External Wholesaler, the financial professional, and the organization. Daily, you will work closely with multiple financial professionals on understanding their requirements and needs and finding the best possible solutions for their clients. You will also ensure coordination with our marketing department and that financial professionals have everything needed once the engagement has started. Finally, you will be providing input into our processes and tools, as well as working on special projects on occasion to support WealthVest and the Insurance Carrier on its path of continuous improvement.

In the first week, expect to

• Onboard and integrate into WealthVest.
• Begin studying for your licenses.

After Licensing has concluded, expect to

• Shadow other IW(s) to learn how to approach conversations with Financial Advisors
• Conclude Onboarding by wrapping up any online training.
• Rapidly begin learning about the Insurance Carrier(s) history, culture, and vision.
• Familiarize yourself with the team’s tools, processes, and reporting mechanisms.
• Become proficient with WealthVest’s systems and platforms.
• Shadow calls with other IWs and peers, as well as other individuals in our organization.

In the first month as an Internal Wholesaler, expect to

• Provide sufficient phone coverage as a team during business hours.
• Develop Annuity product knowledge. 
• Develop your skills on how to position solutions with financial professionals
• Build an understanding of key competitors to WealthVest and the Insurance Carrier, and develop the ability to effectively position our offering against them with financial professionals Annuity competitors
• Develop and maintain a comprehensive understanding of SalesForce.com (our CRM)
• Meet or exceed required key performance indicators (KPIs); such as sales presentations, outbound calls, inbound calls, and other customer service related calls.

At 6 months in to being an Internal Wholesale, expect to:

• Have mastered all facets of the Insurance Carrier(s) brand and effectively relate it with financial professionals
• Become familiar with various teams and departments at WealthVest and understand how they contribute to the company’s success
• Partner with both External Wholesaler, New Business, and Marketing to serve our client, the financial professional, to ensure their success.

Requirements

• You have excellent communication and people skills. Whether it be clients, colleagues, and talents, you treat them with respect and patience.
• You are very comfortable using voice, video, email, chat, etc. as part of your daily routine.
• You take ownership and responsibility for the work you do.
• You focus on quality and take pride in everything you deliver as a reflection of yourself.
• You must be able to multitask and think strategically to connect the dots between opportunities and available resources/capabilities across multiple organizations.
• You must have integrity, at the highest level. You must be able to exercise good judgment in all situations.
• You must have a growth mindset and be very comfortable giving and taking direct feedback and constructive criticism. 
• You must have tremendous emotional intelligence, including exceptional foresight and judgment.
• You must be very detail-oriented.
• You must be extremely resourceful and creative, capable of solving difficult, critical problems by leveraging the extensive resources of both WealthVest and the Insurance Carrier(s).
• You must be a world-class individual contributor to thrive at WealthVest. You will not be here just to be told what to do or tell other people what to do or to be.

Salary: $50,000.00 - $55,000.00 per year + variable comp.

Benefits

• Medical
• FSA + HSA
• Dental
• Vision
• Life & AD&D
• Short Term Disability
• Long Term Disability
• Employee Assistance Program
• 401(k) + Roth 401(k) + 401(k) matching (up to 3% on both the regular and Roth 401(k) options)
• Maternity Leave
• Military Leave
• Flexibility in the working day - ask the hiring team about this!

Position Type
Full-time
In-office in Bozeman, MT

Schedule:

• 8 hour shift
• Monday to Friday