Remote Internal Sales & Partner Programs Specialist

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

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.