Internal Sales Specialist

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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

• Support Marketing Regional Vice Presidents (MRVPs) in pursuing new client relationships • 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 RVPs • Manage pre-intro communications and scheduling • Manage post-intro communications and data gathering • Coordinate plan proposals and deliverable completion • Coordinate post-close onboarding • Partner with sales leadership to oversee the new business pipeline • Coordinate with central support teams on sales-related activity • Train and coach others • Perform other duties and obligations as assigned or requested

🎯 Requirements

• Broad understanding of wealth management practices and financial planning • Demonstrated ability to effectively use AI tools and technologies in daily work tasks • Ability to craft effective prompts and evaluate AI-generated content for accuracy and appropriateness • Ability to integrate AI tools to enhance productivity while maintaining quality standards • Comfort learning new AI applications and understanding their use cases and limitations • 2+ years of applicable experience, ideally in financial services • Equivalent qualifications may be demonstrated through work experience, training, military experience, or education • FINRA Series 7 and 66, or Series 63 and 65, not required but 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

🏖️ Benefits

• Annual bonus eligibility • Training and professional development • Medical, dental and vision coverage for full-time employees and their families • Health Savings Account (HSA) with employer contribution • Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Employer-paid and voluntary life and AD&D insurance • Employer-paid short-term and long-term disability • Workers compensation • 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 • Paid caregiver leave after 6 months of tenure • Reimbursement for tuition, licensing, and other credentials after meeting service requirements