Internal Sales Consultant

Madison Professional Group; Houston (TX); On-site; USD 120,000 - 150,000; Full time

Job summary

Madison Professional Group is seeking an experienced Internal Sales professional to join its Private Wealth team, partnering with an External Wholesaler to manage conversations from outreach to close. The role focuses on pitching investment strategies, advancing opportunities through the pipeline, overcoming objections, and helping to close business.

The ideal candidate has 1–3+ years in internal wholesaling or related fields and holds FINRA Series 7 and 63 licenses, with a strong drive to grow

Qualifications

• Bachelor's degree preferred.
• 1–3+ years of experience in internal wholesaling, sales, asset management, alternative investments, or financial services.
• FINRA Series 7 and Series 63 licenses.
• Demonstrated ability to sell, influence, and move opportunities through a sales process.
• Comfortable pitching investment solutions and asking for business.
• Strong interest in alternative investments, REITs, real estate, and financial markets.
• Excellent verbal, written, and interpersonal communication skills.
• Polished, confident, and persuasive phone and virtual presence.
• Ability to establish credibility and develop relationships with financial advisors.
• Strong prospecting, follow-up, and closing skills.
• Highly organized with disciplined pipeline and CRM management.
• Competitive, motivated, and comfortable working toward individual and territory sales goals.
• Ability to work effectively within an internal/external sales partnership.

Responsibilities

• Build and deepen relationships with financial advisors across an assigned territory.
• Pitch the firm's investment strategies and solutions directly to financial advisors.
• Conduct persuasive sales presentations and advisor conversations to move opportunities forward.
• Own and advance opportunities through the sales cycle, including asking for and closing business.
• Identify advisor needs, uncover potential opportunities, and position appropriate investment solutions.
• Handle questions and objections while helping advisors evaluate opportunities.
• Partner with External Wholesalers to develop territory plans and asset-raising strategies.
• Develop new advisor relationships while expanding existing ones.
• Follow up to convert advisor interest into commitments and funded business.
• Coordinate meetings, webinars, and sales campaigns.
• Maintain disciplined pipeline and CRM activity.

Skills

Sales experience

Financial services

Prospecting

Communication skills

Education

Bachelor's degree preferred

FINRA Series 7 and Series 63 licenses

Job description

Alternative Investments | REITs

Madison Professional Group is partnering with a premier alternative investment firm specializing in the REIT and real estate investment space to identify an experienced Internal Sales professional to join its growing Private Wealth team.

This is a sales-driven role for someone who is comfortable owning advisor conversations from initial outreach through presentation and close. The Internal Sales professional will work in partnership with an External Wholesaler/Regional Leader while also taking an active role in pitching investment solutions, advancing opportunities through the pipeline, overcoming objections, and closing business.

This is an excellent opportunity for a motivated sales professional who wants to build a career in alternative investments, real estate, and private wealth distribution while developing the skills and track record needed for future external wholesaling and sales leadership opportunities.

Key Responsibilities

• Build and deepen relationships with financial advisors across an assigned territory through proactive calls, emails, virtual meetings, and ongoing engagement
• Pitch the firm's investment strategies and solutions directly to financial advisors, clearly articulating the investment thesis, value proposition, and potential role within client portfolios
• Conduct persuasive sales presentations and advisor conversations designed to move opportunities forward
• Own and advance opportunities through the sales cycle, including asking for and closing business
• Identify advisor needs, uncover potential opportunities, and position appropriate investment solutions
• Handle questions and objections confidently while helping advisors evaluate investment opportunities
• Partner closely with the External Wholesaler/Regional Leader to develop and execute territory business plans and asset-raising strategies
• Develop new advisor relationships while expanding business with existing relationships
• Conduct proactive follow-up to convert advisor interest into commitments and funded business
• Coordinate advisor meetings, webinars, presentations, and sales campaigns
• Maintain disciplined pipeline management and accurate CRM activity
• Track opportunities and prioritize follow-up based on likelihood and timing of potential business
• Maintain a strong understanding of the firm's REIT strategies, alternative investment solutions, competitive positioning, and relevant market developments
• Collaborate with sales, marketing, investment, and operations teams to deliver a high-quality advisor experience

Qualifications

• Bachelor's degree preferred
• 1–3+ years of experience in internal wholesaling, sales, asset management, alternative investments, or financial services
• FINRA Series 7 and Series 63 licenses
• Demonstrated ability to sell, influence, and move opportunities through a sales process
• Comfortable pitching investment solutions and asking for business
• Strong interest in alternative investments, REITs, real estate, and financial markets
• Excellent verbal, written, and interpersonal communication skills
• Polished, confident, and persuasive phone and virtual presence
• Ability to establish credibility and develop relationships with financial advisors
• Strong prospecting, follow-up, and closing skills
• Highly organized with disciplined pipeline and CRM management
• Competitive, motivated, and comfortable working toward individual and territory sales goals
• Ability to work effectively within an internal/external sales partnership

Why Consider This Opportunity?

This is an opportunity to do more than provide traditional internal wholesaling support. You will have the ability to develop advisor relationships, pitch investment solutions, influence purchasing decisions, and directly contribute to closing business and raising assets.

The organization offers:

• Exposure to premier alternative investment and real estate solutions
• Direct involvement throughout the sales cycle
• Opportunity to build a measurable sales and asset-raising track record
• Partnership and mentorship from experienced External Wholesalers and sales leaders
• A strong career path toward External Wholesaling and senior sales leadership
• A collaborative, performance-driven environment with opportunities for continued professional growth

Compensation

Base plus bonus and commissions attached OTE $120k+

Full Benefits

About Madison Professional Group

Madison Professional Group is a boutique executive search and professional recruiting firm specializing in the wealth management and financial services industry. We partner with leading RIAs, wealth management firms, financial institutions, and private wealth organizations across the country to identify and connect exceptional professionals with meaningful career opportunities.

Our approach is relationship-driven and confidential. We take the time to understand each candidate's experience, career goals, and priorities to ensure opportunities align both professionally and personally.

All candidate conversations are confidential.