Internal Sales Specialist

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

📋 Description

• Rapid response • 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 • Sales team support • 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

🎯 Requirements

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

🏖️ 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)