Internal Sales Specialist | Partner Programs

Wealth Enhancement Group; California, Northern (MO, KY); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

HSA with employer contribution

Life and AD&D insurance

Disability insurance

401k with match

Job summary

Wealth Enhancement Group is seeking an Internal Sales Specialist for Partner Programs. This remote role supports regional custodial partners, provides sales and follow-up support, and coordinates with RVPs and advisers from Mountain or Pacific time zones.

Base salary ranges from $70,000 to $85,000, exclusive of bonuses and benefits, with a comprehensive benefits package and salary-grade disclosure. AI literacy and Salesforce proficiency are valued as part of daily tasks.

Qualifications

• Bachelor’s degree or equivalent demonstrated through work experience or education.
• Minimum 2 years in financial services.
• FINRA Series 7 & 66 (or 63 & 65).
• Strong knowledge of RIA and custodial platforms and investment products.
• Excellent oral, written and presentation skills.
• Experience with Microsoft Office and Salesforce.
• Workday experience preferred.

Responsibilities

• Rapid Response: Acknowledge referrals and act quickly with internal processors.
• Overseeing sales cycle: Pre-intro scheduling, data gathering, and proposal planning.
• Sales team support: Coordinate with regional leadership and central support teams.
• Set initial client meetings and gather case information for RVP and Advisors.

Skills

Oral and written communication

Training and coaching

Microsoft Office

Sales support

Remote collaboration

Education

Bachelor's degree or equivalent

2 years financial services experience

FINRA Series 7 & 66

RIA/custodial knowledge

Workday experience

Presentation skills

Tools

Microsoft Office Suite

Salesforce

Workday

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Internal Sales Specialist | Partner Programs

The Internal Sales Specialist | Partner Programs works actively with the guidance of department leadership and their assigned Regional Vice Presidents (RVPs) to:

• Help create and identify new business opportunities through proactive outreach to regional custodial partners
• Identify new partner relationships to develop regionally
• Serve as part of our rapid response team for custodial referrals
• Provide sales and follow-up support remotely
• Communicate effectively to external partners by asking appropriate questions and accurately disseminating information about Wealth Enhancement Group's services and value proposition.

This is a Remote position. However, candidates must be located in the Mountain or Pacific time zones.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $85,000.00, exclusive of bonuses and benefits.

Primary Job Functions

Rapid Response

• Acknowledge incoming referrals with internal processors for immediate action.
• Make initial contact with referring external partner in optimal response time.
• Help process leads in company systems for RVP and Advisor access.
• Set initial client meetings and gather appropriate case information for RVP.

Overseeing sales cycle

• Pre-intro communications and scheduling.
• Post-intro communications and data gathering.
• Plan proposals and deliverable completion.
• Presentation coordination and onboarding experience.

Sales team support

• Partner with regional 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.

Education / Qualifications

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Minimum 2 years applicable experience, ideally in financial services.
• FINRA Series 7 & 66 (or 63 & 65).
• Strongly Preferred 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 and Salesforce.
• Must be in good compliance standing with all rules, regulations, and policies.
• Experience with Workday preferred.

AI Literacy: Demonstrated ability to effectively use AI tools and technologies in daily work tasks. Requirements include 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. As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $67,300.00 - $97,600.00. However, the base salary range bolded above ($70,000.00 to $85,000.00) is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• 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)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700. Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Wealth Enhancement Careers