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 80,000 households from our over 140 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 Pacific or Mountain 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.

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 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

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 as the Associate 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.

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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 participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to 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.