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 referrals for timely action
- Oversee the sales cycle, including scheduling and communication with clients
- Provide support to the sales team and coordinate with central support teams on sales activities
Required Qualifications
- Bachelor's degree in business, financial services, or a related field (preferred)
- 2+ years of applicable experience, ideally in project management and/or financial services
- Basic knowledge of RIA and custodial platforms and investment products is a plus
- Proficient with Microsoft Office suite and Salesforce
- Must be in good compliance standing with all rules, regulations, and policies
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