Internal Sales Specialist – Partner Programs

🔥 15 hours ago

🇺🇸 United States – Remote

💵 $70k - $85k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⬇️ Inside Sales

👻 Ghost score 0%

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Help create and identify new business opportunities through proactive outreach to regional custodial partners • Identify new partner relationships to develop regionally • Serve as part of the rapid response team for custodial referrals • Provide sales and follow-up support remotely • Communicate effectively to external partners by asking appropriate questions and accurately disseminating information about Wealth Enhancement Group's services and value proposition • Acknowledge incoming referrals with internal processors for immediate action • Make initial contact with referring external partners in optimal response time • Help process leads in company systems for RVP and Advisor access • Set initial client meetings and gather appropriate case information for RVP • Manage pre-intro communications and scheduling • Manage post-intro communications and data gathering • Coordinate plan proposals and deliverable completion • Coordinate presentations and onboarding experience • Partner with regional sales leadership to oversee new business pipeline • Coordinate with central support teams on sales-related activity • Perform other duties and obligations as reasonably assigned or requested

🎯 Requirements

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education. • Minimum 2 years applicable experience, ideally in financial services • FINRA Series 7 & 66 (or 63 & 65) Strongly Preferred • 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 and Salesforce • Must be in good compliance standing with all rules, regulations, and policies • Experience with Workday preferred • Demonstrated ability to effectively use AI tools and technologies in daily work tasks • Understanding of 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 expected • Candidates must be located in the Mountain or Pacific time zones

🏖️ 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)