Internal Sales Specialist (Remote Work Option)
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AI Summary
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.
We have an excellent opportunity for an Internal Sales Specialist. This role is responsible for supporting our Regional Vice Presidents (RVPs) in their pursuit of new client relationships. As an Internal Sales Specialist you are an integral part of the business unit’s sales team and best-in-class support structure. The role requires a broad understanding of wealth management practices and financial planning.
This is a remote work opportunity, however, candidates must be located in the Central or Eastern time zone to be considered for the role.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 - $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
Sets initial client meetings & gathers appropriate case information for RVP
Oversees 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 in business, financial services or related field (preferred)
2+ years applicable experience, ideally in project management and/or financial services
High level of attention to detail and ability to execute on multiple projects at one time
FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial
Basic knowledge of RIA and custodial platforms and investment products a plus
Strong oral, written and presentation skills
Ability to train and coach others
Proficient with Microsoft Office suite and Salesforce
Must be in good compliance standing with all rules, regulations, and policies
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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.
Click the following link to view Federal and E-Verify posters: Link
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.
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