Inside Sales Representative

• Over 50% of the day-to-day job activity is warm calling and emailing
• Expectation of 250+ calls and 50+ customized emails per week
• Make outbound phone calls to prospects in order to:
  • Schedule an initial meeting
  • Get feedback on meetings and schedule follow-ups
  • Register prospects for firm events
  • Add contact info to firm touchpoints (Outbound Marketing Communications)
• Build a respectful, long-term rapport with prospects and clients to nurture referrals through what can be a long sales cycle
• Make outbound calls before and after an initial meeting; coordinate with Wealth Management Advisors to answer prospect technical questions while on the call
• Actively prequalify prospects before scheduling meetings to ensure qualification standards are met and advisors have necessary data in advance
• Maintain, refine, and build upon prospect and outbound marketing communication lists
• Coordinate with the Director of Marketing to support campaigns, promote event attendance, and own the sales cycle with all prospects generated through marketing and referrals
• Stay within all industry compliance rules and regulations for all communications
• Research client connections to identify optimal prospective client targets through LinkedIn
• Identify potential referrals for clients to advisors in advance of semi-annual meetings
• Handle objections effectively by providing alternate solutions and recommending relevant content to convey the firm’s value proposition
• Prepare advisors on prospects before meetings, debrief afterwards, and document relevant data in CRM
• Produce regular weekly activity reports and monthly metrics reports
• Attend weekly Cases-In-Motion and bi-monthly Marketing meetings

• Bachelor’s degree or equivalent
• Inside sales experience preferred
• Strong phone presence and experience dialing dozens of calls per day
• Detail-oriented with strong project management and prioritization skills; able to manage multiple stakeholders and projects simultaneously while maintaining quality work
• Excellent verbal and written communication skills

• LinkedIn prospecting and networking experience is a plus
• 1 to 2 years of experience in the investment or financial advisory industry is advantageous
• Interest in obtaining Series 65, CFP®, CPA or CFA® – we sponsor and incentivize these certifications and support conference attendance
• CRM and marketing automation platform experience preferred

• Collaborative, positive teammates
• Advancement opportunities
• Autonomy in your role
• Professional development options
• Rewarding work that matters

• On-Target Earnings (Base + Performance Bonus): $90,000–$140,000/year
• Base Salary: $70,000
• Performance bonus with targets of 75–125% of annual salary
• 401(k) plan with opportunities to earn up to 7% the first year and 10% with tenure
• Opportunities for the best and brightest to buy in and become owners over time
• 11 paid holidays and 15 PTO days
• Employer-paid Health/Dental/Vision insurance for individuals and families
• Employer HSA contributions
• Employer-paid Life and Long-Term Disability

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