Inside Sales Representative

The Inside Sales Representative is responsible for identifying, nurturing and booking potential prospects to meet with our wealth management team. This role directly supports the firm’s new client acquisition goals. The representative will make outbound phone calls, schedule meetings, and build a respectful, long-term rapport with prospects and clients to nurture referrals through what can be a long sales cycle.

Requirements

• Bachelor’s degree or equivalent
• 1 to 2 years of experience (investments or financial advisory industry preferred)
• Proven inside sales experience
• Track record of over-achieving quota
• Strong phone presence and experience dialing dozens of calls per day
• Detail-oriented with strong project management and prioritization skills

Benefits

• Fully paid medical, dental, vision, disability/life insurance
• 401(k) plan
• PTO
• On-Target Earnings (Base + Performance Bonus): $90,000–$140,000/year
• 11 paid holidays and 15 PTO days