Internal Sales Specialist
$75,000–$85,000 year
RemoteUnited States
Job Summary
Acknowledge incoming leads with internal processors and process them in company systems for Regional Vice President and Advisor access. Confirm initial client meetings, gather case information, and oversee the sales cycle from pre-intro communications through post-close onboarding. Coordinate with sales leadership to manage the new business pipeline and partner with central support teams on sales-related activity. Utilize AI tools to enhance productivity while maintaining quality standards in daily tasks. This fully remote role supports the business unit's sales team and requires a broad understanding of wealth management practices and financial planning.
Required Qualifications
- Bachelor's degree in business, financial services or related field
- 2+ years applicable experience, ideally in financial services
- Equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
- Ability to stand or sit for long periods of time
- Ability to file documents in high or low cabinets
- Ability to use the telephone
- Ability to use computer systems
Desired Qualifications
- Bachelor's degree in business, financial services or related field (preferred)
- Experience in financial services
- FINRA Series 7 and 66 (or 63 & 65)
- AI Literacy: Demonstrated ability to effectively use AI tools and technologies in daily work tasks
- Understanding how to craft effective prompts
- Ability to evaluate AI-generated content for accuracy and appropriateness
- Ability to integrate AI tools to enhance productivity while maintaining quality standards
- Comfort with learning new AI applications
- Understanding of AI tools' appropriate use cases and limitations
- Continued learning and adaptation to new AI tools and methodologies
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