Internal Sales Specialist

Job Summary

Supporting Regional Vice Presidents in their pursuit of new client relationships, the full-time Internal Sales Specialist will manage incoming referrals, oversee the sales cycle, and provide essential support to the sales team while working remotely from the Central or Eastern time zone.

Key responsibilities

• Acknowledge and process incoming referrals for immediate action
• Coordinate pre-intro and post-intro communications, including scheduling and data gathering
• Partner with regional sales leadership to manage the new business pipeline and coordinate with central support teams

Required qualifications

• Bachelor's degree in business, financial services, or 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
• FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial