Internal Sales Specialist

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

📋 Description

• Assist Marketing Regional Vice Presidents (MRVPs) in establishing new client relationships.

• Acknowledge incoming leads by coordinating with internal processors for prompt action.

• Facilitate the processing of leads within company systems for RVP and Advisor access.

• Verify initial client meetings and collect relevant case information for RVPs.

• Oversee pre-introduction communications and scheduling.

• Handle post-introduction communications and data collection.

• Coordinate the completion of plan proposals and deliverables.

• Manage post-closing onboarding processes.

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

• Work alongside central support teams on sales-related initiatives.

• Provide training and coaching to team members.

• Carry out additional duties and responsibilities as assigned or requested.

⛳️ Requirements

• Comprehensive understanding of wealth management practices and financial planning.

• Proven ability to effectively utilize AI tools and technologies in daily tasks.

• Skill in crafting effective prompts and assessing AI-generated content for accuracy and relevance.

• Capability to integrate AI tools to improve productivity while upholding quality standards.

• Willingness to learn new AI applications and comprehend their use cases and limitations.

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

• Equivalent qualifications may be demonstrated through work experience, training, military service, or education.

• FINRA Series 7 and 66, or Series 63 and 65, are not mandatory but advantageous.

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

• Excellent oral, written, and presentation skills.

• Ability to mentor and coach others.

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

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

🏝️ Benefits

• Eligibility for annual bonuses.

• Opportunities for 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-covered short-term and long-term disability insurance.

• Workers' compensation coverage.

• 401k plan with matching contributions and profit sharing.

• Access to wellness programs and resources.

• Optional 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 predetermined and 2 floating days).

• Paid parental leave.

• Paid caregiver leave after 6 months of service.

• Reimbursement for tuition, licensing, and other credentials after fulfilling service requirements.