Note: The job is a remote job and is open to candidates in USA. Wealth Enhancement is an independent wealth management firm providing personalized financial planning and investment management services. The Internal Sales Specialist | Partner Programs supports regional sales leadership by developing partner relationships, responding to custodial referrals, managing sales-cycle activities, and providing remote sales and follow-up support.
Responsibilities
- 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
- 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
- Sets 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
- Presentation coordination and onboarding experience
- 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
Skills
- 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
- 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
- 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
- This is a Remote position. However, candidates must be located in the Mountain or Pacific time zones
- 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
- FINRA Series 7 & 66 (or 63 & 65) Strongly Preferred
- Experience with Workday preferred
Benefits
- 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)
- Remote position
Company Overview