Internal Sales Specialist (Remote Work Option)

Wealth Enhancement Group

1d•$70,000 - $85,000•Remote

About The Position

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 - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an excellent opportunity for an Internal Sales Specialist. This role is responsible for supporting our Regional Vice Presidents (RVPs) 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. This is a remote work opportunity, however, candidates must be located in the Central or Eastern time zone to be considered for the role. In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 - $85,000.00, exclusive of bonuses and benefits.

Requirements

2+ years applicable experience, ideally in project management and/or financial services
High level of attention to detail and ability to execute on multiple projects at one time
FINRA Series 7 and 66 (or 63 & 65) 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
Proficient with Microsoft Office suite and Salesforce
Must be in good compliance standing with all rules, regulations, and policies

Nice To Haves

Bachelor’s degree in business, financial services or related field (preferred)

Responsibilities

Acknowledge incoming referrals with internal processors for immediate action
Make initial contact with referring external partner in optimal response time
Help process leads in company systems for RVP and Advisor access
Sets initial client meetings & gathers appropriate case information for RVP
Oversees sales cycle
Pre-intro communications and scheduling
Post-intro communications and data gathering
Plan proposals and deliverable completion
Presentation coordination and onboarding experience
Partner with regional 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

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 and 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)