Internal Sales Specialist

Job Summary

A company is looking for an Internal Sales Specialist responsible for supporting Regional Vice Presidents in acquiring new client relationships.

Key Responsibilities

• Acknowledge and process incoming referrals for timely action
• Oversee the sales cycle, including scheduling and communication with clients
• Provide support to the sales team and coordinate with central support teams on sales activities

Required Qualifications

• Bachelor's degree in business, financial services, or a related field (preferred)
• 2+ years of applicable experience, ideally in project management and/or financial services
• Basic knowledge of RIA and custodial platforms and investment products is a plus
• Proficient with Microsoft Office suite and Salesforce
• Must be in good compliance standing with all rules, regulations, and policies