Internal Sales Specialist - Humble Texas

Company: VirtualVocations
Location: Humble, Texas
Posted On: 11/20/2024

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 More...

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