Remote Internal Sales Specialist, Wealth Management

Wealth Enhancement; United States; On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Training and professional development

Medical, dental and vision coverage

401k with match and profit sharing

Paid time off (PTO)

HSA with employer contribution

Job summary

Wealth Enhancement is an independent wealth management firm expanding nationwide. This fully remote Internal Sales Specialist role supports Marketing Regional Vice Presidents in pursuing new client relationships and coordinating pre/post meeting activities.

The role requires a business/finance background, strong communication and coaching abilities, and proficiency with MoneyGuide, Salesforce and Microsoft Office. Competitive base salary with annual bonus eligibility.

Qualifications

• Bachelor’s degree in business, financial services or related field (preferred).
• 2+ years applicable experience, ideally in financial services.
• FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial.
• 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.

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.
• Demonstrate ability to use AI tools effectively and responsibly.

Skills

Communication skills

Presentation skills

Coaching ability

AI tools proficiency

Lead management

Education

Bachelor’s degree in business, financial services or related field

2+ years experience in financial services

FINRA licenses not required but beneficial

Tools

Microsoft Office

MoneyGuide

Salesforce

Job description

Wealth Enhancement is an independent wealth management firm expanding nationwide. This fully remote Internal Sales Specialist role supports Marketing Regional Vice Presidents in pursuing new client relationships and coordinating pre/post meeting activities.

The role requires a business/finance background, strong communication and coaching abilities, and proficiency with MoneyGuide, Salesforce and Microsoft Office. Competitive base salary with annual bonus eligibility.