Internal Sales Specialist

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

📋 Description

• Quick response to inquiries

• Acknowledge incoming referrals to internal processors for prompt action

• Establish initial contact with referring external partners within optimal timeframes

• Assist in processing leads within company systems for RVP and Advisor access

• Arrange initial client meetings and collect relevant case information for RVP

• Manage the sales cycle

• Handle pre-introduction communications and scheduling

• Conduct post-introduction communications and data collection

• Organize proposals and ensure deliverables are completed

• Coordinate presentations and enhance the onboarding experience

• Provide support to the sales team

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

• Work with central support teams on sales-related activities

• Perform other duties and responsibilities as reasonably assigned or requested

⛳️ Requirements

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

• Over 2 years of relevant experience, preferably in project management and/or financial services

• Exceptional attention to detail and the ability to manage multiple projects simultaneously

• FINRA Series 7 and 66 (or 63 & 65) are not mandatory but may be advantageous

• Basic understanding of RIA and custodial platforms, as well as investment products, is a plus

• Excellent verbal, written, and presentation skills

• Capability to train and mentor others

• Proficient in Microsoft Office Suite and Salesforce

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

🏝️ Benefits

• Opportunities for training and professional development

• Medical, dental, and vision coverage (Available to full-time employees and their families)

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

• Life and AD&D insurance with employer-paid and voluntary options

• Short-term and long-term disability, and workers' compensation – employer-paid

• 401k plan with matching and profit-sharing

• Access to 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 fixed and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Tuition reimbursement, licensing, and other credential reimbursements (Available after meeting service requirements)