Internal Sales Specialist – Partner Programs

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

📋 Description

• Assist in generating and identifying new business opportunities through proactive outreach to regional custodial partners.

• Establish new partner relationships within the region.

• Function as a member of the rapid response team for custodial referrals.

• Provide remote sales and follow-up support.

• Effectively communicate with external partners by asking relevant questions and accurately conveying information about Wealth Enhancement Group's services and value proposition.

• Acknowledge incoming referrals with internal processors for prompt action.

• Initiate contact with referring external partners in a timely manner.

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

• Schedule initial client meetings and collect necessary case information for RVP.

• Manage pre-introduction communications and scheduling.

• Handle post-introduction communications and data collection.

• Coordinate plan proposals and ensure deliverables are completed.

• Oversee presentations and the onboarding experience.

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

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

• Carry out other duties and responsibilities as reasonably assigned or requested.

⛳️ Requirements

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.

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

• FINRA Series 7 & 66 (or 63 & 65) is strongly preferred.

• 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 and Salesforce.

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

• Experience with Workday is preferred.

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

• Understanding of how to craft effective prompts, assess AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while upholding quality standards.

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

• Ongoing learning and adaptation to new AI tools and methodologies are expected.

• Candidates must reside in the Mountain or Pacific time zones.

🏝️ Benefits

• Training and professional development opportunities.

• 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 – employer paid with voluntary options.

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

• 401k with matching and profit sharing.

• Wellness programs and resources available.

• 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).