Internal Wealth Specialist

Capital Partners Mortgage LLC

Los Angeles, United States
Base: $99,484-$159,174; bonus/equity: individual a...
On-site
Build and maintain relationships
Identify sales opportunities
Conduct complex sales calls
As an Internal Wealth Specialist, you will be responsible for building and maintaining strong relationships with financial professionals in your assigned territory and identifying opportunities to implement Capital Group solutions

Job Summary

  • As an Internal Wealth Specialist, you will be responsible for building and maintaining strong relationships with financial professionals in your assigned territory and identifying opportunities to implement Capital Group solutions.
  • You will conduct complex sales calls with advisors and work closely with the Wealth Management Consultant (external wholesaler) to drive sales in the territory.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.

Matching Summary

As an Internal Wealth Specialist, you will be responsible for building and maintaining strong relationships with financial professionals in your assigned territory and identifying opportunities to implement Capital Group solutions.

Salary

Base: $99,484-$159,174; Bonus/Equity: Individual annual performance bonus, Capital's annual profitability bonus; Benefits: Company-funded retirement contribution, generous time-away and health benefits from day one, 2-for-1 matching gifts for charitable contributions

Skills & Requirements

Must-have

  • Build and maintain relationships
  • Identify sales opportunities
  • Conduct complex sales calls
  • Develop and execute territory sales plans
  • Promote products and generate leads
  • Maintain accurate records in Salesforce

Nice-to-have

  • Sales-focused mentality
  • Goal-oriented
  • Expert communicator
  • Strong interpersonal skills
  • Collaborative and thrives in team settings
  • Continuous learner
  • Self-starter who can work with autonomy

Key Requirements

  • At least one year of sales experience in financial services
  • Hold the SIE
  • Series 6 or 7 strongly preferred
  • Obtain Series 7 & 66 licenses after hire

Work Rights

Not specified

Tailored Resume

Cover Letter