Internal Sales Specialist - Riverside California

Company: VirtualVocations
Location: Riverside, California
Posted On: 02/05/2025

A company is looking for an Internal Sales Specialist responsible for supporting Regional Vice Presidents in developing new client relationships.



Key Responsibilities

Acknowledge and process incoming referrals, making initial contact with external partners
Oversee the sales cycle, including communications, data gathering, and presentation coordination
Support the sales team by managing the new business pipeline and coordinating with central support teams


Required Qualifications

Bachelor's degree in business, financial services, or a 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 More...

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