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-reputed company 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 www.reputed company.com.
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
reputed company initial reputed company meetings & gathers appropriate case information for RVP
Oversees sales cycle
reputed company-reputed company communications and scheduling
Post-reputed company 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 reputed company 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 reputed company (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 reputed company 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 reputed company 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 reputed company – 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 reputed company
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)
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
2+ years of applicable experience, ideally in financial services; knowledge of RIA platforms and investment products; strong communication and presentation skills; reputed company Office, MoneyGuide, and reputed company experience.
Key Responsibilities
- processing leads
- overseeing sales
- coordinating reputed company
Skills & Tools
reputed company Intelligence (AI), reputed company Office, MoneyGuide, reputed company
reputed company
- Category: Sales
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — reputed company
- Salary: USD 75,000 – 85,000 / year
- Languages: English
Benefits
- 401k matching
- Generous reputed company time off
- Tuition reimbursement
- Retirement plan
- Generous parental leave
About reputed company
An independent reputed company management firm providing personalized financial planning and investment management services to households. — Industry: Finance
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