Internal Sales Specialist

5 days ago

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance

501 - 1000

💰 $736.3k Funding Round on 2022-02

Description

• Responsible for supporting RVPs in new client relationships • Integral part of the sales team and support structure • Requires understanding of wealth management practices and financial planning • Acknowledge incoming leads for immediate action • Help process leads in company systems • Oversee sales cycle and sales team support

Requirements

• Bachelor’s degree in business, financial services or related field (preferred) • 2+ years applicable experience, ideally in financial services • 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 and Salesforce • Must be in good compliance standing with all rules, regulations, and policies

Benefits

• Training and professional development • Medical and dental coverage • 401k – with match and profit sharing • Health care spending and savings accounts • Dependent care spending account • Vision coverage • Wellness programs and resources • Life insurance – employer paid • Short-term and long-term disability – employer paid • Paid Time Off • 10 paid holidays each year • Paid parental leave • Tuition reimbursement