Internal Sales Specialist | Partner Programs
New
J
JobgetherFinancial Services
Candidates located in the Mountain or Pacific time zones, Mountain or Pacific time zonesFull-TimeMiddle
SalaryBase salary: $70,000–$85,000 annually, excluding bonuses and benefits.
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Job Details
- Experience
- At least 2 years of relevant professional experience
- Required Skills
- Business DevelopmentSalesforceMicrosoft OfficeWorkdayRelationship management
Requirements
- Bachelor's degree or equivalent combination of professional experience, training, military experience, or education.
- At least 2 years of relevant professional experience in financial services, wealth management, or investment management.
- FINRA Series 7 and 66, or Series 63 and 65, is strongly preferred.
- Basic understanding of Registered Investment Adviser (RIA) models, custodial platforms, and financial services workflows.
- Strong verbal, written, and presentation skills.
- Strong relationship-building and customer-service skills with a proactive approach to business development.
- Ability to organize multiple leads, follow-ups, and deliverables effectively.
- Proficiency in Microsoft Office applications and Salesforce.
- Familiarity with Workday is preferred.
- Demonstrated AI literacy, including prompt creation, content assessment, and integration of AI capabilities.
- Ability to work independently in a remote environment while collaborating with cross-functional teams.
Responsibilities
- Proactively identify and develop new business opportunities through outreach to regional custodial and financial services partners.
- Identify and cultivate new regional partner relationships.
- Serve as part of a rapid-response team for incoming custodial referrals, ensuring leads are managed promptly.
- Process and manage leads through internal systems to support Regional Vice Presidents.
- Schedule initial client meetings and collect case information to support sales leadership.
- Coordinate pre-introduction and post-introduction communications and follow-up activities.
- Support the development and completion of financial plan proposals and related deliverables.
- Monitor and oversee the new-business pipeline in coordination with sales leadership.
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