Internal Sales Specialist (Remote Work Option)

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 90,000 households from our over 175 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 Central or Eastern 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.Primary Job FunctionsRapid responseAcknowledge incoming referrals with internal processors for immediate actionMake initial contact with referring external partner in optimal response timeHelp process leads in company systems for RVP and Advisor accessSets initial client meetings & gathers appropriate case information for RVPOversees sales cyclePre-intro communications and schedulingPost-intro communications and data gatheringPlan proposals and deliverable completionPresentation coordination and onboarding experienceSales team supportPartner with regional sales leadership to oversee new business pipelineCoordinate with central support teams on sales related activityOther duties and obligations as reasonably assigned or requestedEducation/QualificationsBachelor’s degree in business, financial services or related field (preferred)2+ years applicable experience, ideally in project management and/or financial servicesHigh level of attention to detail and ability to execute on multiple projects at one timeFINRA Series 7 and 66 (or 63 & 65) not required but may be beneficialBasic knowledge of RIA and custodial platforms and investment products a plusStrong oral, written and presentation skillsAbility to train and coach othersProficient with Microsoft Office suite and SalesforceMust be in good compliance standing with all rules, regulations, and policiesComprehensive Benefits OfferingsOur 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 be eligible to participate in the following benefits & development opportunities:Training and professional developmentMedical, dental and vision coverage (Available to full-time employees and their families)Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 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 763-417-1700Information 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: LinkOSHA 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.Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status