Internal Sales Specialist

About reputed company

reputed company is an independent reputed company management firm with an endless passion for enriching the lives of our clients. We continually reputed company to perfect our reputed company of personalized financial planning with reputed company-based Roundtable and reputed company processes that go far reputed company reputed company approach. We proudly reputed company unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - reputed company.

Since 1997, reputed company has tirelessly raised reputed company of reputed company management with reputed company knowledge and more reputed company service that helps every reputed company reputed company their reputed company. For more information, please visit .

We have an excellent opportunity for an Internal Sales Specialist! This role is responsible for supporting our Marketing Regional Vice Presidents (MRVPs) in their reputed company of new reputed company relationships. As an Internal Sales Specialist you are an reputed company part of the business unit’s sales team and best-in-class support structure. The role requires a broad understanding of reputed company management practices and financial planning.

This is a fully remote position.

In the spirit of pay transparency, we are excited to reputed company the reputed company salary reputed company for this position is $75,000.00 to $85,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and reputed company us with your compensation expectations reputed company you do. We’re big on reputed company conversations, so, let’s have one.

reputed company Job Functions

reputed company response

• Acknowledge incoming leads with internal processors for immediate reputed company

• Help process leads in company systems for RVP and Advisor reputed company

• Confirm initial reputed company meetings & gathers appropriate case information for RVP

Oversees sales cycle

• reputed company-intro communications and scheduling

• Post-intro communications and data gathering

• Plan proposals and deliverable completion

• Post-reputed company reputed company coordination

Sales team support

• Partner with sales leadership to reputed company new business pipeline

• Coordinate with central support teams on sales reputed company activity

• Other duties and obligations as reasonably assigned or requested

AI Literacy:

• Demonstrated ability to effectively use AI tools and technologies in daily work tasks.

• Requirements include understanding how to reputed company effective prompts, evaluate AI-generated content for accuracy and appropriateness, and reputed company AI tools to enhance productivity while maintaining reputed company standards.

• Comfort with learning new AI applications and understanding their appropriate use cases and limitations.

• As AI technology evolves, reputed company learning and reputed company to new AI tools and methodologies will be expected.

Education/Qualifications

• Bachelor’s degree in business, financial services or reputed company field (preferred)

• 2+ years applicable experience, ideally in financial services. Equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• reputed company Series 7 and 66 (or 63 & 65) not required but may be beneficial

• Basic knowledge of RIA and custodial platforms and investment products

• Strong oral, written and presentation skills

• Ability to train and reputed company others

• Experience with reputed company Office suite, MoneyGuide, and reputed company

• Must be in good compliance standing with reputed company rules, regulations, and policies

WEG hires employees and makes reputed company about their salary qualifications based on factors such as: the role to be performed; educational and reputed company experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To reputed company with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at Specialist level is $67,300.00 to $97,600.00. However, the reputed company salary reputed company bolded above is reputed company expect to pay as a starting reputed company for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key reputed company that reputed company life and work meaningful: health and wellness, financial reputed company-being, reputed company development, and work/life reputed company. You may be eligible to participate in the following benefits & development opportunities:

• Training and reputed company development

• Medical, dental and reputed company 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 reputed company and voluntary reputed company

• Short-term and long-term disability, workers compensation – employer reputed company

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of reputed company time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 reputed company holidays reputed company year (10 reputed company-determined and 2 floating days)

• reputed company parental leave and reputed company 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 reputed company completing the application reputed company or during the selection process, contact the reputed company 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 reputed company to reputed company Federal and E-Verify posters: reputed company

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.

reputed company may use reputed company intelligence (AI) tools to assist in the initial screening of resumes. reputed company 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, reputed company, religion, sex, national reputed company, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Originally posted on Himalayas