Senior Sales and Marketing Associate

Wintrust•Newark, NJ

4d•$85,000 - $110,000

About The Position

Wintrust Life Finance is seeking a Senior Sales and Marketing Associate to serve as the operational engine behind the Chief Growth Officer/Head of Sales and regional VPs. The role combines internal wholesaling, sales support, relationship management, pipeline coordination, content creation, and sales enablement. As a core member of the client-facing team, the associate partners with the Head of Sales and supports regional VPs by managing advisor engagement, coordinating pipeline activity, producing marketing collateral, and helping the sales organization operate effectively. The role is suited to someone comfortable in a fast-moving, advisor-facing environment and familiar with life insurance, premium finance, and high- and ultra-high-net-worth client services. The associate is the primary internal contact for the Head of Sales, regional VPs, advisors, clients, and other centers of influence. The role supports advisor outreach and engagement, meeting and event coordination, proposal preparation, inquiry triage, CRM and pipeline reporting, and the creation and maintenance of marketing content. It also involves collaborating with Wintrust marketing, events, product partners, and other business units. Wintrust describes its culture as accountable, ethical, collaborative, and inclusive, with opportunities to interface with multiple areas of the business. The role offers an estimated salary range of $85,000–$110,000 and eligibility for an annual bonus.

Requirements

3–7 years of experience in financial services.
Strong understanding of advisor ecosystems and sales cycles.
Exceptional communication skills, with polished, concise, and executive-ready communication.
Proficiency with CRM systems, pipeline reporting, and sales analytics.
Ability to produce clean, modern marketing materials and presentations.

Nice To Haves

Experience in premium finance, insurance distribution, private client lending, or RIA/wealth management channels.

Responsibilities

Serve as the primary internal point of contact for the Head of Sales, regional VPs, their advisors and clients, and other centers of influence.
Support regional VPs with meeting preparation, follow-ups, on-site conference and tradeshow support, and proposal coordination with new business.
Manage inbound advisor inquiries and route requests to underwriting, operations, or regional leadership as appropriate.
Maintain visibility into pipeline stages, benchmarks and goals, and business calendar milestones.
Liaise with relevant business units and product partners where appropriate.
Conduct proactive outreach to advisor partners to drive meeting activity and identify new opportunities.
Schedule and prepare meetings, webinars, and training sessions for regional VPs.
Deliver product overviews, premium finance fundamentals, and lending solution positioning to newer or less experienced advisors.
Track advisor engagement metrics and identify high-potential relationships.
Create marketing materials, including pitch decks, one-pagers, case studies, and advisor-facing collateral, in collaboration with the WTFC marketing account manager.
Partner with the Head of Sales to refine messaging, brand tone, and strategic communications.
Manage digital content updates to the website, advisor portal, and email campaigns in coordination with WTFC marketing.
Support event planning, conference preparation, and roadshows in coordination with WTFC events and marketing.
Maintain CRM accuracy across leads, opportunities, and advisor interactions.
Generate weekly pipeline reports for the Head of Sales and regional VPs.
Monitor production trends, advisor activity, and territory performance.