Internal Sales Specialist

Job Summary

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
• Coordinate client meetings and gather necessary case information
• Support the sales team by managing the new business pipeline and collaborating with central support teams

Required Qualifications

• Bachelor's degree in business, financial services, or 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 and Salesforce
• Must be in good compliance standing with all rules, regulations, and policies