Internal Sales Specialist

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices nationwide.

About the role

This fully remote position supports our Marketing Regional Vice Presidents (MRVPs) in their pursuit of new client relationships. As an Internal Sales Specialist, you are an integral part of the business unit’s sales team and best-in-class support structure. The role requires a broad understanding of wealth management practices and financial planning.

Responsibilities

• Rapid response:
  • Acknowledge incoming leads with internal processors for immediate action
  • Help process leads in company systems for RVP and Advisor access
  • Confirm initial client meetings and gather appropriate case information for RVP
• Oversee sales cycle:
  • Pre-intro communications and scheduling
  • Post-intro communications and data gathering
  • Plan proposals and deliverable completion
  • Post-close onboarding coordination
• Sales team support:
  • Partner with sales leadership to oversee new business pipeline
  • Coordinate with central support teams on sales-related activity
  • Other duties and obligations as reasonably assigned or requested
• AI Literacy: Demonstrated ability to effectively use AI tools and technologies in daily work tasks, including:
  • Crafting effective prompts
  • Evaluating AI-generated content for accuracy and appropriateness
  • Integrating AI tools to enhance productivity while maintaining quality standards
  • Comfort with learning new AI applications and understanding their appropriate use cases and limitations
  • Continued learning and adaptation to new AI tools and methodologies as technology evolves

Requirements

• Bachelor’s degree in business, financial services, or related field (preferred)
• 2+ years of applicable experience, ideally in financial services (equivalent experience may include work experience, training, military experience, or education)
• FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial
• Basic knowledge of RIA and custodial platforms and investment products
• Strong oral, written, and presentation skills
• Ability to train and coach others
• Experience with Microsoft Office suite, MoneyGuide, and Salesforce
• Must be in good compliance standing with all rules, regulations, and policies

Pay

Base salary range: $75,000.00 to $85,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus.

Benefits

• Training and professional development
• Medical, dental, and vision coverage (available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer-paid and voluntary options
• Short-term and long-term disability, workers compensation – employer-paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO) accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements)