Internal Sales Specialist
Job Summary
Supporting Marketing Regional Vice Presidents, the full-time Internal Sales Specialist will manage client lead processing, oversee the sales cycle, and provide essential support to the sales team in a fully remote environment.
Key responsibilities
- Acknowledge and process incoming leads for immediate action and schedule initial client meetings
- Oversee pre- and post-intro communications, data gathering, and onboarding coordination
- Collaborate with sales leadership and central support teams to manage the new business pipeline
Required qualifications
- Bachelor's degree in business, financial services, or related field (preferred)
- 2+ years of applicable experience, ideally in financial services
- Basic knowledge of RIA and custodial platforms and investment products
- Experience with Microsoft Office suite, MoneyGuide, and Salesforce
- FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial
Complete Job Description
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