Piper Companies is seeking an Internal Sales Representative to join an established Investment Management company located in Wayne, PA .

This position is HYBRID, and requires you to be onsite Tuesday, Wednesday, and Thursday. The Internal Sales Representative plays a vital role in facilitating collaboration between the external sales expert and the home office, ensuring seamless communication and coordination to effectively support sales initiatives.

Requirements of Internal Sales Representative :

• Establish and nurture relationships with Financial Professionals via various channels.
• Drive sales and support business growth through strategic collaboration with external salesperson to develop business plans.
• Maintain CRM system, resolve issues, and contribute to team success through effective communication and collaboration.

Qualifications for Internal Sales Representative :

• 1-2 years of sales experience, preferably in the Financial Services industry
• Experience cultivating relationships with Financial Professionals through outbound calls, virtual meetings, and emails.
• Ability to drive sales efforts through promoting cross-selling to Financial Professionals.
• Deliver personalized web based hypothetical illustrations and solicit referrals and new business opportunities .
• NASD Series 7, , or license within the first 3 months of employment
• Bachelor's Degree

Compensation for Internal Sales Representative :

• Salary Range : $,-, depending on experience
• Full Benefits : Cigna Medical, Dental, Vision, k, ect.

Keywords : Sales, Financial sales, Investment sales, Financial products, Wealth management, Asset management, Banking products, Retirement planning, Mutual funds, Financial advisory, Client acquisition, Client retention, Portfolio management, Sales targets, Financial solutions, Financial markets, Financial analysis, Risk management, Internal Sales Representative, Financial Professionals, Outbound calls, Virtual meetings, Sell, cross-sell, upsell, External salesperson, Territory business plan, Sales meetings, CRM system, Series 7, Series , Series licenses, Sales experience, Financial Services, CFP, Certified Financial Planner, CFA Chartered Financial Analyst, ChFC, Chartered Financial Consultant, CRPC, Chartered Retirement Planning Counselor, CMFC, Chartered Mutual Fund Counselor, CPWA, Certified Private Wealth Advisor, AWMA, Accredited Wealth Management Advisor, CIMA, Certified Investment Management Analyst, CRC, Certified Retirement Counselor, RICP, Retirement Income Certified Professional

LI-GM1 #LI-HYBRID