Sales Specialist - Financial Services
About The Position
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.
Requirements
- 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.
- 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
Nice To Haves
- financial services experience preferred, not required
Responsibilities
- 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, and securing follow-up meetings and discovery appointments
- Track event performance and outcomes (attendance, appointments set, conversion metrics) and provide insights and recommendations to improve the efficiency of business development initiatives.
- 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, and 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
- 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
