Internal Sales Specialist

A company is looking for an Internal Sales Specialist responsible for supporting Regional Vice Presidents in acquiring new client relationships.

Key Responsibilities

Acknowledge and process incoming leads for immediate action

Oversee the sales cycle including communications, data gathering, and onboarding coordination

Support the sales team by managing the new business pipeline and coordinating with central support teams

Required Qualifications

Bachelor's degree in business, financial services, or a related field (preferred)

2+ years of applicable experience, ideally in financial services

Basic knowledge of RIA and custodial platforms and investment products

Experience with Microsoft Office suite, MoneyGuide, and Salesforce

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