Internal Sales Specialist
Benefits
4w PTO
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Primary Job Functions:
- Acknowledge incoming referrals with internal processors for immediate action.
- Set initial client meetings and gather appropriate case information for RVP.
- Coordinate with central support teams on sales related activity.
Qualifications:
- Bachelor’s degree in business, financial services or related field (preferred).
- 2+ years applicable experience, ideally in project management and/or financial services.
- Proficient with Microsoft Office suite and Salesforce; FINRA Series 7 and 66 beneficial.
Comprehensive Benefits:
- 18 days of paid time off (PTO) accrued annually, plus 12 paid holidays.
- Medical, dental, vision coverage with HSA employer contribution.
- 401k with match and profit sharing, plus paid parental and caregiver leave.
Wealth Enhancement
Wealth Enhancement is an independent wealth management firm specializing in personalized financial planning and investment management. The company serves over 90,000 households from more than 175 offices nationwide, with a culture focused on team-based processes and attentive service.