Internal Sales Specialist
Company: VirtualVocations
Location: Brownsville
Posted on: February 1, 2025
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Job Description:
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
Keywords: VirtualVocations, Edinburg , Internal Sales Specialist, Sales , Brownsville, Texas
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