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