Internal Sales Specialist (Remote Work Option)

About the role

Wealth Enhancement is seeking an Internal Sales Specialist to support our Regional Vice Presidents (RVPs) in pursuing new client relationships. This is a remote position open to candidates in the Central or Eastern time zones.

Responsibilities

• Rapidly respond to incoming referrals with internal processors for immediate action
• Make initial contact with referring external partners within optimal response times
• Process leads in company systems for RVP and Advisor access
• Sets initial client meetings and gathers appropriate case information for RVP
• Oversees the sales cycle from pre-intro communications and scheduling to post-intro communications and data gathering
• Plans proposals and deliverables and coordinates onboarding experiences
• Supports the sales team by coordinating with central support teams on sales-related activities
• Partners with regional sales leadership to oversee the new business pipeline

Requirements

• Bachelor’s degree in business, financial services, or related field (preferred)
• 2+ years of relevant experience, ideally in project management and/or financial services
• High level of attention to detail and ability to manage multiple projects simultaneously
• FINRA Series 7 and 66 (or 63 & 65) certification not required but may be beneficial
• Basic knowledge of RIA and custodial platforms and investment products (a plus)
• Strong oral, written, and presentation skills
• Ability to train and coach others
• Proficiency with Microsoft Office suite and Salesforce
• Must be in good compliance standing with all rules, regulations, and policies

Qualifications

• Strong understanding of wealth management practices and financial planning
• Broad knowledge of the industry and its trends
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to handle multiple tasks and prioritize effectively

Skills

• Project management
• Financial planning
• Communication and interpersonal skills
• Time management and organizational skills

Benefits

• Comprehensive benefits package including medical, dental, and vision coverage, HSA, FSA, life and AD&D insurance, short-term and long-term disability, workers compensation, 401(k) with match and profit sharing, and more
• Training and professional development opportunities
• Work/life harmony through various wellness programs and resources
• Flexible PTO and holiday schedule
• Paid parental and caregiver leave
• Tuition reimbursement for credentials

Pay

The base salary range for this position is $70,000.00 - $85,000.00, exclusive of bonuses and benefits.

Schedule

This is a remote work opportunity.