Sales Assistant

WestPoint Financial Group is assisting with the sourcing of this candidate. The candidate will be the employee of the advisor.

Sales Assistant:

The Sales Assistant is responsible for handling all aspects of the Advisor's business; this role should positively contribute to the advisor's practice by nurturing the client's relationship with the advisor. This position requires a proactive, self-starter individual with excellent communication, technological and organizational skills. The successful candidate must be detail-oriented, a quick learner, personable, and be able to multi-task efficiently with accuracy.

This is a Full-Time position with flexible hours, in the office, with a hybrid-option in the future.

Responsibilities:

• Supervise client onboarding and ensure client meeting files are prepared and organized;
• Data entry of applications in a timely and accurate manner;
• Respond to general account questions and service requests from clients;
• Support new business processing and tracking;
• Prepare and maintain client files for review and ongoing meetings;
• Assist with case prep documentation and seamless follow-up for clients;
• Assist in managing advisor calendar and scheduling;
• Process and track business development opportunities and lead generating activity;
• Manage client communication touch points and outreach effectiveness;
• Distribute and manage marketing collateral, newsletters and social media posts; and
• Coordinate event planning for all seminars, client appreciation and prospecting events, including managing invites, RSVPs, vendors and compliance

Position Requirements

• High school diploma or equivalent;
• Associate or bachelor's degree preferred;
• Proficiency with computers, technology and Microsoft Office;
• Proficiency in database management and/or CRM systems;
• Excellent written and verbal communication skills;
• Collaborative team player with ability to adapt as priorities require;
• 1-2 years of sales or administrative experience;
• Financial industry basic knowledge, preferred but not required.

Salary: $25-$30/hour depending on experience and qualifications.

Benefits:

• Paid holidays and vacation time
• Medical benefits negotiable