Sales Specialist - Financial Services

Job Description
Job 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