Internal Sales Specialist

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 Marketing Regional Vice Presidents (MRVPs) 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 fully remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $75,000.00 to $85,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Rapid response

• Acknowledge incoming leads with internal processors for immediate action

• Help process leads in company systems for RVP and Advisor access

• Confirm 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

• Post-close onboarding coordination

Sales team support

• Partner with 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

AI Literacy:

• Demonstrated ability to effectively use AI tools and technologies in daily work tasks.

• Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.

• Comfort with learning new AI applications and understanding their appropriate use cases and limitations.

• As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

Education/Qualifications

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

• 2+ years applicable experience, ideally in financial services. Equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

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

• 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, MoneyGuide, and Salesforce

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

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at Specialist level is $67,300.00 to $97,600.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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)

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.