Internal Sales Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Acknowledge incoming leads and coordinate with internal processors for prompt action.

• Assist in processing leads within company systems to ensure RVP and Advisor access.

• Confirm initial client meetings and collect relevant case information for the RVP.

• Manage the sales cycle effectively.

• Handle pre-introduction communications and scheduling.

• Conduct post-introduction communications and gather necessary data.

• Plan proposals and ensure the completion of deliverables.

• Coordinate onboarding processes after closing deals.

• Collaborate with sales leadership to manage the new business pipeline.

• Work in conjunction with central support teams on sales-related activities.

• Perform other assigned duties and responsibilities as reasonably requested.

⛳️ Requirements

• Bachelor’s degree in business, financial services, or a related field is preferred.

• A minimum of 2 years of relevant experience, preferably in financial services.

• Possession of FINRA Series 7 and 66 (or 63 & 65) is not mandatory but may be advantageous.

• Basic understanding of RIA and custodial platforms as well as investment products.

• Excellent oral, written, and presentation skills.

• Capability to train and mentor others.

• Proficiency with Microsoft Office suite, MoneyGuide, and Salesforce.

• Must maintain good compliance standing with all applicable rules, regulations, and policies.

🏝️ Benefits

• Opportunities for training and professional development.

• Medical, dental, and vision insurance available for full-time employees and their families.

• Health Savings Account (HSA) with employer contributions, as well as Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

• Life and AD&D insurance options, both employer-paid and voluntary.

• Employer-paid short-term and long-term disability, along with workers' compensation.

• 401k plan with matching contributions and profit sharing.

• Access to wellness programs and resources.

• Voluntary benefits, including pet insurance.

• 18 days of paid time off (PTO), accruing annually (25 PTO days after 4 years of service).

• 12 paid holidays each year (10 fixed and 2 floating days).

• Paid parental leave and caregiver leave (available after 6 months of employment).

• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements).