Logo for Wealth Enhancement Group

Internal Sales Specialist (Remote Work Option)

Role overview

Qualifications

  • Bachelor’s degree in business, financial services or related field (preferred)
  • 2+ years applicable experience, ideally in project management and/or financial services
  • High level of attention to detail and ability to execute on multiple projects at one time
  • Strong oral, written and presentation skills

Responsibilities

  • Acknowledge incoming referrals with internal processors for immediate action
  • Help process leads in company systems for RVP and Advisor access
  • Coordinate with central support teams on sales related activity
  • Partner with regional sales leadership to oversee new business pipeline

Key facts

Other skills

  • Detail Oriented
  • Communication
  • Coaching
  • Teamwork

About the company

Wealth Enhancement Group logo

Wealth Enhancement Group

Investment Advisory & Wealth Management

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.They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.

Company details

Company typeSME
IndustryInvestment Advisory & Wealth Management
Company size501 - 1000

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Job description

About Wealth Enhancement


Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.


Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.


We have an excellent opportunity for an Internal Sales Specialist. This role is responsible for supporting our Regional Vice Presidents (RVPs) in their pursuit of new client relationships. As an Internal Sales Specialist you are an integral part of the business unit’s sales team and best-in-class support structure. The role requires a broad understanding of wealth management practices and financial planning.

This is a remote work opportunity, however, candidates must be located in the Central or Eastern time zone to be considered for the role.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 - $85,000.00, exclusive of bonuses and benefits.

Primary Job Functions

Rapid response

  • 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

Oversees sales cycle

  • Pre-intro communications and scheduling

  • Post-intro communications and data gathering

  • Plan proposals and deliverable completion

  • Presentation coordination and onboarding experience

Sales team support

  • 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

Education/Qualifications

  • Bachelor’s degree in business, financial services or related field (preferred)

  • 2+ years applicable experience, ideally in project management and/or financial services

  • High level of attention to detail and ability to execute on multiple projects at one time

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

  • Basic knowledge of RIA and custodial platforms and investment products a plus

  • Strong oral, written and presentation skills

  • Ability to train and coach others

  • Proficient with Microsoft Office suite and Salesforce

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

#LI-HB1

#LI-Remote

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

  • Training and professional development

  • Medical, dental and vision coverage (Available to full-time employees and their families)

  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

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

  • Short-term and long-term disability, workers compensation – employer paid

  • 401k with match and profit sharing

  • Wellness programs and resources

  • Voluntary benefits, including pet insurance

  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

  • 12 paid holidays each year (10 pre-determined and 2 floating days)

  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700


Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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