Internal Sales Specialist
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Wealth EnhancementWealth Management
United States, Central or Eastern time zoneFull-TimeMiddle
Salary70,000 - 85,000 USD per year
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Job Details
- Experience
- 2+ years
- Required Skills
- Project ManagementSalesforceMicrosoft Office
Requirements
- 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.
- Strong oral, written and presentation skills.
- Ability to train and coach others.
- Proficiency with Microsoft Office suite and Salesforce.
- Must be in good compliance standing with all rules, regulations, and policies.
Responsibilities
- Acknowledge and process incoming referrals for immediate action.
- Make initial contact with referring external partners.
- Help process leads in company systems for RVP and Advisor access.
- Set initial client meetings and gather case information.
- Oversee the sales cycle including communications, scheduling, and proposal delivery.
- Partner with regional sales leadership to manage the new business pipeline.
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