Internal Sales Specialist
Company: VirtualVocations
Location: Humble
Posted on: November 19, 2024
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Job Description:
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
Oversee the sales cycle, including pre- and post-intro
communications and proposal completion
Coordinate with sales leadership and central support teams on new
business activities
Required Qualifications and Education
Bachelor's degree in business, financial services, or related field
(preferred)
2+ years of applicable experience in financial services
Basic knowledge of RIA and custodial platforms and investment
products
Experience with Microsoft Office suite and Salesforce
FINRA Series 7 and 66 (or 63 & 65) not required but beneficial
Keywords: VirtualVocations, The Woodlands , Internal Sales Specialist, Sales , Humble, Texas
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