Internal Sales Specialist

February 22

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Wealth Enhancement Group

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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.

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

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

📋 Description

• Role supporting Regional Vice Presidents in pursuit of new client relationships • Integral part of the business unit’s sales team and support structure • Requires broad understanding of wealth management practices and financial planning

🎯 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, dental and vision coverage (Available to 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)