Sales Assistant

Sales Assistant - Financial Services

Company Overview

Our client is a leading financial services firm with over 160 years of experience in helping individuals and businesses achieve financial security. With a strong focus on personalized, holistic planning, they manage billions in assets and provide a wide range of services, including insurance, investments, and wealth management. Their commitment to innovation, client-centric solutions, and a diverse workforce has made them a trusted name in the industry.

Job Summary

The Sales Assistant will play a critical role in supporting the sales team by ensuring seamless coordination and preparation for client meetings, trade shows, and daily operations. This role requires exceptional organizational skills, a customer-service mindset, and the ability to thrive in a fast-paced financial services environment.

Key Responsibilities

• Assist in creating and preparing sales materials, including presentations, reports, and proposals, to ensure the sales team is well-equipped for client interactions.
• Coordinate schedules for client meetings, trade shows, and internal team events to optimize efficiency and productivity.
• Serve as the primary point of contact for client correspondence, ensuring timely and professional communication.
• Manage logistics for shipping and delivery of materials, ensuring accuracy and adherence to deadlines.
• Address customer inquiries and resolve issues promptly, maintaining a high standard of client satisfaction.
• Collaborate with the sales team to streamline processes and improve overall team performance.

Qualifications

Must-Haves:

• Bachelor's degree in Business, Finance, or a related field, or equivalent professional experience.
• Strong customer-service orientation with excellent interpersonal and communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to multitask and prioritize in a fast-paced, deadline-driven environment.

Nice-to-Haves:

• Previous experience in the financial services or insurance industry.
• Familiarity with CRM tools or sales management software.
• Basic understanding of financial products and services.

Salary Range

The salary range for this role will be competitive and aligned with industry standards, based on the candidates experience and qualifications.

Call to Action

If you're a detail-oriented professional with a passion for supporting sales teams in the financial services industry, we'd love to hear from you! Apply now to join a dynamic team dedicated to helping clients achieve financial security.

Place of work