Sales Specialist - Financial Services

Description

We are seeking a high-energy, client-focused Sales Specialist to support and accelerate growth for our wealth management firm. This role sits at the intersection of event-driven marketing, sales-support activities to help Advisors, and CRM-driven pipeline management.

The ideal candidate is personable, organized, and confident in engaging with prospects in live settings, while also being disciplined and analytical when managing follow-up and sales processes. This is a visible, impact-driven role with a clear path for growth.

*This is a non-advisory, non-licensed role focused on organic growth—not portfolio management.

Key Responsibilities:

Educational & Marketing Seminars  

• Coordinate and execute educational and marketing seminars designed to attract qualified wealth management prospects
• Partner with external marketing firms and internal stakeholders to:
• Drive targeted attendance
• Ensure message alignment and event readiness
• Attend, co-host, or host events, serving as a front-line representative of the firm
• Engage attendees before, during, and after events with the goal of:
• Building rapport and trust
• Securing follow-up meetings and discovery appointments
• Track event performance and outcomes (attendance, appointments set, conversion metrics) Provide insights and recommendations to improve the efficiency of business development initiatives.

CRM & Sales Process Management

• Maintain accurate and up-to-date records in the firm’s CRM (e.g., Salesforce or similar)
• Navigate prospects through a defined sales and nurturing process, including:
• Lead qualification
• Follow-up cadence
• Status tracking and handoffs to advisors
• Leverage digital marketing tools and automation to support prospect engagement
• Provide visibility into pipeline health, follow-up activity, and conversion trends

Sales Support & Productivity Projects

• Assist with sales initiatives that improve advisor productivity and prospect experience
• Support development of sales materials, event workflows, and follow-up processes
• Collaborate with marketing, advisors, and leadership on special projects related to growth
• Continuously identify opportunities to improve efficiency, consistency, and prospect experience

Experience & Skills

• 2–5+ years in sales support, business development, client engagement, or marketing roles (financial services experience preferred, not required)
• Comfortable interacting with high-net-worth or professional audiences
• Strong working knowledge of CRMs (Salesforce or similar) and pipeline management
• Organized, detail-oriented, and able to manage multiple initiatives simultaneously
• Excellent verbal and written communication skills
• Confident, personable, and naturally relationship-driven
• Ability to create engaging marketing content using contemporary design tools such as Canva, Adobe Creative Suite, or similar platforms, to support seminars, campaigns, and prospect outreach.

Mindset & Traits

• Excels in an entrepreneurial environment where speed matters, processes are continuously refined, and not every answer is known in advance
• Proactive self-starter who thrives in a growth-oriented environment
• Comfortable operating in a fast-paced environment with evolving priorities, sometimes incomplete information and the need for proactive decision making
• Curious, coachable, and eager to learn wealth management concepts
• Takes pride in representing a professional brand at live events

Success Metrics: How is this role measured?

• Qualified attendance rate per event
• Number of follow-up appointments scheduled from events
• Accuracy and completeness of CRM data (timely updates, clean records)
• Lead progression rates through defined sales stages
• Completion of assigned sales support projects on time and on scope
• Professional presence and relationship-building effectiveness
• Post-event prospect feedback and engagement quality
• Brings a performance-driven mindset, understanding that exceptional results are recognized and rewarded through increased responsibility, compensation, and career growth.

Our Core Values:

Thirst for Knowledge: You’re endlessly curious and committed to continuous learning.

Innovative Problem Solver: You proactively create solutions, communicate clearly, and follow through.

Self-Motivated: You are driven, results-oriented, and embrace challenges.

Authentic: You operate with integrity and foster a drama-free, honest work environment.

Positively Impact People: You lift others up—clients, colleagues, and the community.

Compensation & Benefits

• Paid time off
• Safe Harbor 401(k) and discretionary profit sharing
• Health benefits, life insurance, and ancillary insurances
• Free financial planning for employees
• Volunteer and community outreach opportunities