A fast-growing, entrepreneurial wealth management firm is seeking an Inside Sales Representative to join the team. This is an opportunity to work in a collaborative, growth-oriented environment that invests in its people and supports continued education. Reporting to the Director of Marketing, the Inside Sales Representative is responsible for identifying, nurturing, and booking potential prospects to meet with the wealth management team, and owning the prospect relationship through the sales cycle.
Performance bonus with targets of 75125% of annual salary
Employer-paid Medical, Dental, and Vision insurance premiums for individuals and families
Employer HSA contributions
Employer-paid Life and Long-Term Disability
401(k) with opportunity to earn up to 7% match the first year and 10% with tenure
11 paid holidays and 15 PTO days
Opportunity for top performers to buy into and become owners in the firm over time
Location: Hybrid Houston, TX Type of Position: Direct Hire
Responsibilities:
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 to schedule initial meetings, get feedback on meetings and schedule follow-ups, register prospects for firm events, and add contact info to firm touchpoints.
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.
Requirements:
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® firm sponsors and incentivizes these certifications and supports conference attendance
CRM and marketing automation platform experience preferred
Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.