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, 63, or 66 license within the first 3 months of employment
• Bachelor's Degree

Compensation for Internal Sales Representative:

• Salary Range: $50,000-60,000 depending on experience
• Full Benefits: Cigna Medical, Dental, Vision, 401k, ect.

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