Internal Sales Specialist

Wealth Enhancement Group

2d•$75,000 - $85,000•Remote

About The Position

This role is responsible for supporting 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. This is a fully remote position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $75,000.00 to $85,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Requirements

Bachelor’s degree in business, financial services or related field (preferred)
2+ years applicable experience, ideally in financial services. Equivalent demonstrated through one or a combination of the following: work experience, training, military experience, 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
Ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Nice To Haves

FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial

Responsibilities

Acknowledge incoming leads with internal processors for immediate action
Help process leads in company systems for RVP and Advisor access
Confirm 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
Post-close onboarding coordination
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
Demonstrated ability to effectively use AI tools and technologies in daily work tasks. This includes understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate 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 AI technology evolves.

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)