Inside Sales – Team Lead
Booksy
Internal Sales Specialist
Wealth Enhancement Group
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $85,000 per year
Job Level
JuniorMid-Level
About the role
- Support Regional Vice Presidents (RVPs) in their pursuit of new client relationships
- Acknowledge incoming leads with internal processors for immediate action
- Help process leads in company systems for RVP and Advisor access
- Confirm initial client meetings and gather appropriate case information for RVP
- Oversee sales cycle including pre-intro communications and scheduling
- Conduct post-intro communications and data gathering
- Plan proposals and deliverable completion
- Coordinate post-close onboarding
- Partner with sales leadership to oversee new business pipeline
- Coordinate with central support teams on sales related activity
- Provide sales team support and other duties as assigned
Requirements
- Bachelor’s degree in business, financial services or related field (preferred)
- 2+ years applicable experience, ideally in financial services
- 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
- Ability to stand or sit for long periods of time; use telephone and computer systems
Benefits
- 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)
- Eligible for a cooperate bonus plan
- Remote work opportunity
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial servicessales cycle managementdata gatheringproposal planningclient onboardinglead processingRIA knowledgeinvestment products knowledge
Soft skills
oral communicationwritten communicationpresentation skillstrainingcoachingorganizational skills
Certifications
Bachelor’s degreeFINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65
