Internal Sales Specialist

Wealth Enhancement Group

Internal Sales Specialist supporting wealth managers with lead response, sales pipeline coordination, and client onboarding. Wealth Enhancement provides personalized financial planning and investment management services.

Posted 8/12/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth management practices and financial planning, with a strong ability to utilize AI tools to enhance productivity and maintain quality standards. Proficient in client relationship management, training, and effective communication.

Highest-signal resume keywords

Wealth Management PracticesAI Tools IntegrationClient Relationship ManagementMicrosoft Office SuiteSalesforce Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningAI Tools UsageData GatheringLead ProcessingInvestment Products Knowledge

Soft Skills

Strong Oral CommunicationStrong Written CommunicationPresentation SkillsTraining and Coaching Ability

Tools & Technologies

Microsoft Office SuiteMoneyGuideSalesforce

Certifications & Qualifications

FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65

Industry Keywords

RIA PlatformsCustodial PlatformsFinancial ServicesCompliance Standards

About the role

Key responsibilities & impact

Support Marketing Regional Vice Presidents (MRVPs) in pursuing 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 RVPs
Manage pre-intro communications and scheduling
Manage post-intro communications and data gathering
Coordinate plan proposals and deliverable completion
Coordinate post-close onboarding
Partner with sales leadership to oversee the new business pipeline
Coordinate with central support teams on sales-related activity
Train and coach others
Perform other duties and obligations as assigned or requested

Requirements

What you’ll need

Broad understanding of wealth management practices and financial planning
Demonstrated ability to effectively use AI tools and technologies in daily work tasks
Ability to craft effective prompts and evaluate AI-generated content for accuracy and appropriateness
Ability to integrate AI tools to enhance productivity while maintaining quality standards
Comfort learning new AI applications and understanding their use cases and limitations
2+ years of applicable experience, ideally in financial services
Equivalent qualifications may be demonstrated through work experience, training, military experience, or education
FINRA Series 7 and 66, or Series 63 and 65, not required but 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

Benefits

Comp & perks

Annual bonus eligibility
Training and professional development
Medical, dental and vision coverage for full-time employees and their families
Health Savings Account (HSA) with employer contribution
Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Employer-paid and voluntary life and AD&D insurance
Employer-paid short-term and long-term disability
Workers compensation
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
Paid caregiver leave after 6 months of tenure
Reimbursement for tuition, licensing, and other credentials after meeting service requirements