40 applicants

Company

Wealth Enhancement · 4 hours ago

Internal Sales Support Specialist (Remote Work Option)

Remote - Michigan

Full-time

Remote

Entry, Mid Level

$80K/yr - $90K/yr

2+ years exp

Maximize your interview chances

Financial ServicesRisk Management

Insider Connection @Wealth Enhancement

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Acknowledge incoming referrals with internal processors for immediate action

Make initial contact with referring external partner in optimal response time

Help process leads in company systems for RVP and Advisor access

Sets initial client meetings & gathers appropriate case information for RVP

Pre-intro communications and scheduling

Post-intro communications and data gathering

Plan proposals and deliverable completion

Presentation coordination and onboarding experience

Partner with regional sales leadership to oversee new business pipeline

Coordinate with central support teams on sales related activity

Other duties and obligations as reasonably assigned or requested

Qualification

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Financial services experienceFINRA Series 7FINRA Series 66RIA platforms knowledgeInvestment products knowledgeMicrosoft Office proficiencySalesforce experienceCoaching ability

Required

2+ years applicable experience, ideally in financial services

Basic knowledge of RIA and custodial platforms and investment products

Strong oral, written and presentation skills

Ability to train and coach others

Experience with Microsoft Office suite and Salesforce

Must be in good compliance standing with all rules, regulations, and policies

Preferred

Bachelor’s degree in business, financial services or related field

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

Benefits

Training and professional development

Medical, dental and vision coverage

401k – with match and profit sharing

Health care spending and savings accounts

Dependent care and transit spending accounts

Wellness programs and resources

Life and AD&D insurance – employer paid and voluntary options

Short-term and long-term disability – employer paid

Employee assistance plan

Accident and critical illness

Pet insurance

Identity theft

Paid Time Off

12 paid holidays each year

Paid parental leave and paid caregiver leave

Tuition reimbursement

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1990

Plymouth, Minnesota, USA

501-1000 employees