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Internal Sales Specialist
VirtualVocationsMilwaukee, Wisconsin, United Statesjob_description.job_card.30_days_ago
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- serp_jobs.job_card.full_time
job_description.job_card.job_description
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
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Internal Sales • Milwaukee, Wisconsin, United States
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