Internal Sales Specialist

Summary

Wealth Enhancement is an independent wealth management firm providing personalized financial planning and investment management services to over 90,000 households nationwide. The Internal Sales Specialist supports Marketing Regional Vice Presidents in developing new client relationships by managing leads, coordinating sales-cycle activities, preparing proposals, and supporting onboarding and sales operations.

Responsibilities

• Acknowledge incoming leads with internal processors for immediate action
• Help process leads in company systems for RVP and Advisor access
• Confirm initial client meetings & gathers appropriate case information for RVP
• Pre-intro communications and scheduling
• Post-intro communications and data gathering
• Plan proposals and deliverable completion
• Post-close onboarding coordination
• Partner with sales leadership to oversee new business pipeline
• Coordinate with central support teams on sales related activity
• Other duties and obligations as reasonably assigned or requested

Skills

• Bachelor's degree in business, financial services or related field
• 2+ years applicable experience, ideally in financial services. Equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 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, MoneyGuide, and Salesforce
• Must be in good compliance standing with all rules, regulations, and policies
• Demonstrated ability to effectively use AI tools and technologies in daily work tasks
• Understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards
• Comfort with learning new AI applications and understanding their appropriate use cases and limitations
• Continued learning and adaptation to new AI tools and methodologies will be expected
• FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial

Qualifications

Must Haves

• Bachelor's degree in business, financial services or related field
• 2+ years applicable experience, ideally in financial services. Equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 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, MoneyGuide, and Salesforce
• Must be in good compliance standing with all rules, regulations, and policies
• Demonstrated ability to effectively use AI tools and technologies in daily work tasks
• Understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards
• Comfort with learning new AI applications and understanding their appropriate use cases and limitations
• Continued learning and adaptation to new AI tools and methodologies will be expected

Nice to Haves

• FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial

Benefits

• This is a fully remote position.
• Annual bonus
• Training and professional development
• Medical, dental and vision coverage (Available to full-time 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)