Private Wealth Internal Sales Specialist

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

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