Internal Sales Specialist | Partner Programs

Description:

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Internal Sales Specialist | Partner Programs based in the United States.

This is a remote sales opportunity focused on developing strategic relationships with regional custodial and financial services partners.
You will help identify new business opportunities, manage referrals, and support the sales process from initial contact through onboarding.
Working closely with Regional Vice Presidents and sales leadership, you will help maintain a strong and responsive new-business pipeline.
The role combines proactive outreach, relationship management, lead qualification, scheduling, proposal coordination, and follow-up.
You will act as an important connection between external partners, prospective clients, advisors, and internal support teams.
Success requires strong communication, organization, commercial judgment, and the ability to respond quickly while maintaining a high-quality client experience.
This is an ideal opportunity for a finance or wealth-management professional who enjoys relationship building, sales coordination, and working in a collaborative remote environment.