Sales Assistant to Financial Advisors

Job Description

Job Description

We're hiring an experienced Sales Assistant with at least 5 years in a professional sales support role, ideally in financial services. You'll work directly with our advisors keeping the client experience organized from first contact through onboarding and ongoing service.

This is a hands-on role in a small office. You'll be the person clients talk to most often between meetings, and the one who keeps our pipeline, paperwork, and calendar moving. If you take pride in being organized, follow through on every detail, and enjoy building relationships with clients, you'll fit right in.

Key Responsibilities

Sales and pipeline support

• Manage the advisor calendar, schedule prospect and client meetings, and send confirmations and reminders
• Track leads, referrals, and follow-ups in our CRM so no opportunity falls through the cracks
• Prepare meeting materials, proposals, and client review packets ahead of appointments
• Support marketing and outreach efforts, including mailings, seminars, and client events

Client onboarding and service

• Open new accounts, complete transfer paperwork, and track each case through to completion
• Process insurance applications and follow up with carriers on underwriting requirements
• Serve as a friendly, reliable first point of contact for client calls, emails, and service requests

Operations and compliance

• Maintain accurate, organized client records and documentation
• Follow firm and regulatory procedures for paperwork, privacy, and recordkeeping
• Help improve office workflows as the firm grows

Required Qualifications

• 5 or more years of experience as a sales assistant, client service associate, or similar role
• Strong organizational skills and the ability to manage multiple priorities without dropping details
• Professional, warm communication by phone, email, and in person
• Comfort with CRM systems, Microsoft Office or Google Workspace, and learning new software
• Discretion and sound judgment when handling confidential client information
• Ability to work in person at our Westbury, NY office