Sales Specialist - Financial Services

Sales Specialist OpportunityWe 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:Coordinate and execute educational and marketing seminars designed to attract qualified wealth management prospectsPartner with external marketing firms and internal stakeholders to:Drive targeted attendanceEnsure message alignment and event readinessAttend, co-host, or host events, serving as a front-line representative of the firmEngage attendees before, during, and after events with the goal of:Building rapport and trustSecuring follow-up meetings and discovery appointmentsTrack event performance and outcomes (attendance, appointments set, conversion metrics) 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 qualificationFollow-up cadenceStatus tracking and handoffs to advisorsLeverage digital marketing tools and automation to support prospect engagementProvide visibility into pipeline health, follow-up activity, and conversion trendsAssist with sales initiatives that improve advisor productivity and prospect experienceSupport development of sales materials, event workflows, and follow-up processesCollaborate with marketing, advisors, and leadership on special projects related to growthContinuously identify opportunities to improve efficiency, consistency, and prospect experienceExperience & Skills2–5+ 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 audiencesStrong working knowledge of CRMs (Salesforce or similar) and pipeline managementOrganized, detail-oriented, and able to manage multiple initiatives simultaneouslyExcellent verbal and written communication skillsConfident, personable, and naturally relationship-drivenAbility 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 & TraitsExcels in an entrepreneurial environment where speed matters, processes are continuously refined, and not every answer is known in advanceProactive self-starter who thrives in a growth-oriented environmentComfortable operating in a fast-paced environment with evolving priorities, sometimes incomplete information and the need for proactive decision makingCurious, coachable, and eager to learn wealth management conceptsTakes pride in representing a professional brand at live eventsSuccess Metrics: How is this role measured?Qualified attendance rate per eventNumber of follow-up appointments scheduled from eventsAccuracy and completeness of CRM data (timely updates, clean records)Lead progression rates through defined sales stagesCompletion of assigned sales support projects on time and on scopeProfessional presence and relationship-building effectivenessPost-event prospect feedback and engagement qualityBrings 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 & BenefitsPaid time offSafe Harbor 401(k) and discretionary profit sharingHealth benefits, life insurance, and ancillary insurancesFree financial planning for employeesVolunteer and community outreach opportunities