Internal Sales Consultant
Core
Internal Sales Consultant building trust with financial advisors to acquire, retain, and expand business for an AI wealth management platform.
Role type
Senior IC sales consultant (B2B fintech)
Builds
AI platform for wealth professionals (rebalancer, Model Marketplace)
Domain
Financial services / Fintech / Wealth Management
Deliverable
production ML models
Required skills
consultative selling, quota achievement, complex product articulation, Salesforce management, feedback synthesis, growth mindset
Preferred skills
independent financial advisor experience, FINRA Series 7/63 licenses, fast-growing startup experience
Technologies
Salesforce, AI, agentic workflows
Responsibilities
Position platform capabilities to financial advisors, guide advisors through the buying process, capture advisor feedback for product priorities, meet sales service-level agreements, maintain accurate Salesforce records
Seniority
Mid-Senior, hands-on IC
