We have other current jobs related to this field that you can find below
-
Sales Enablement Administrator
2 months ago
Dallas, Texas, United States Allworth Financial Full timeAllworth Financial ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for...
-
BnB Investor Academy Sales Associate
4 days ago
Dallas, Texas, United States Win at Sales LLC Full timeJob OverviewIgnite Your Career: Join Us as a Sales Associate at BnB Investor AcademyPosition: Sales Associate Compensation: OTE $6k-$10k/monthAbout the Role: Are you seeking a fulfilling career that allows for personal growth while positively impacting the community? At BnB Investor Academy, we pride ourselves on fostering a family-oriented atmosphere...
-
Retail Sales Associate
1 month ago
Dallas, Texas, United States First Cash Pawn Full timeFull-Time Retail Sales AssociateThe Pawnbroker / Retail Sales Associate partners with the entire staff of the store to ensure customer service on both the lending and retail sides of the business.A Pawnbroker/Retail Sales Associate greets, engages, and interacts with customers in a positive and professional manner to process sales, loans, and other...
-
Retail Sales Associate
1 month ago
Dallas, Texas, United States Cash America Full timeWe are seeking entry-level, full-time sales associates in our pawn store locations nationwide.The Pawnbroker / Retail Sales Associate partners with the entire staff of the store to ensure customer service on both the lending and retail sides of the business.A Pawnbroker/Retail Sales Associate greets, engages, and interacts with customers in a positive and...
-
Point of Sale Associate
4 days ago
Dallas, Texas, United States AARNA Business Inc Full timePoint of Sale Associate Role at AARNA Business IncAARNA Business Inc is on the lookout for a meticulous Point of Sale Associate to enhance our operations. In this role, you will be pivotal in facilitating seamless transactions while delivering outstanding customer service.Managing the cash register and producing customer invoicesProcessing payments and...
-
Sales Floor Associate
4 days ago
Dallas, Texas, United States Paradies Na Full timePosition Title: Sales AssociateJob Category: Sales AssociateJob Overview:The Sales Associate plays a crucial role in delivering exceptional service to both internal and external customers. This position involves engaging with customers on the sales floor as well as supporting operational tasks to ensure a seamless shopping experience.Key...
-
Retail Sales Associate
4 days ago
Dallas, Texas, United States US Foods Full timeOverview:As a vital member of the US Foods family, the Retail Sales Associate plays a crucial role in delivering exceptional customer experiences. This position offers an hourly wage of $17.69 and requires flexible availability.Key Responsibilities:The Retail Sales Associate is responsible for fostering a welcoming environment and ensuring customer...
-
Retail Sales Associate
4 days ago
Dallas, Texas, United States Michael Kors Full timeMichael Kors is eager to connect with skilled, globally-minded individuals who have a passion for style.If you thrive in a dynamic, creative atmosphere, we would be delighted to hear from you.PRIMARY JOB OBJECTIVETo assist the sales team and fulfill the customer service commitment by fostering an organized and enjoyable shopping experience for our...
-
Parts Sales Associate
4 days ago
Dallas, Texas, United States MHC Kenworth Full timeJob TitleParts Sales AssociateBusiness FunctionParts DepartmentCompany OverviewMHC Kenworth is recognized as a leading dealership group for Kenworth trucks across North America. We are currently seeking a dedicated Parts Sales Associate to join our team.Position SummaryThe Parts Sales Associate plays a crucial role in assisting customers and external sales...
-
Sales Floor Associate
4 days ago
Dallas, Texas, United States Interstate Battery System of America, Inc. Full timeAt Interstate Batteries, we strive to create a welcoming environment where team members can express their true selves while contributing to our mission. We believe that achieving professional excellence is closely tied to personal well-being, and we are committed to providing the resources necessary for success in all aspects of life. Job Purpose: The Sales...
-
Insurance Sales Associate
4 days ago
Dallas, Texas, United States Linda Horton - State Farm Agent Full timePosition OverviewLinda Horton - State Farm Agent is looking for a motivated and client-oriented professional to join our team as an Insurance Sales Associate. This position provides a unique opportunity to enhance your leadership capabilities, acquire valuable industry knowledge, and pave the way for a future career as a State Farm agent. As an Insurance...
-
Café Sales Associate
4 days ago
Dallas, Texas, United States Bned Full timeCafé Sales Associate (Seasonal)Bned is a retail partner dedicated to providing educational materials and merchandise across various campuses. We are seeking a seasonal Café Sales Associate to enhance our bookstore experience.Position Overview:Welcome customers and offer insights about our products and servicesPrepare and serve beverages and food items...
-
Customer Service Sales Associate
4 days ago
Dallas, Texas, United States Interstate Battery System of America, Inc. Full timeCompany Overview:At Interstate Battery System of America, Inc., we strive to create a workplace where our team members can thrive and be their authentic selves. Our commitment to positively impacting the lives of our employees and customers is at the core of our mission.Position Summary:The Sales Associate plays a crucial role in delivering prompt and...
-
Digital Sales Specialist
3 hours ago
Dallas, Texas, United States J&J Family of Companies Full timeAbout the RoleWe are seeking a highly skilled Digital Sales Specialist - Digital Spine to join our team at the J&J Family of Companies. As a key member of our sales team, you will be responsible for driving the adoption of our digital spine solutions and enabling technologies across the US market.Key ResponsibilitiesProspecting and Awareness Campaigns:...
-
International Banking Sales Associate
2 months ago
Dallas, Texas, United States JPMorganChase Full timeJob Description Join the Commercial Banking team focused on helping our clients succeed and making a positive difference in our communities We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and...
-
Territory Sales Associate
4 days ago
Dallas, Texas, United States BioTAB Healthcare Full timePosition OverviewThe Territory Sales Associate (TSA) plays a crucial role in delivering pneumatic compression devices to patients as recommended by healthcare professionals. The TSA collaborates closely with the Clinical Territory Manager (CTM) to engage with patients and drive sales growth in the market.Key ResponsibilitiesDistribute pneumatic compression...
-
Cosmetics Retail Sales Associate
4 days ago
Dallas, Texas, United States Anastasia Beverly Hills Full timePosition Overview:As a Cosmetics Retail Sales Associate, you will be responsible for achieving and surpassing designated retail sales targets during each shift. Your expertise in applying Anastasia Beverly Hills cosmetics will cater to a variety of occasions, from everyday looks to special events.Key Responsibilities:- Maintain an extensive knowledge of...
-
Sales Representative
4 days ago
Dallas, Texas, United States Third Bridge Full timeCompany OverviewThird Bridge stands as a premier investment research firm, dedicated to delivering integrated solutions tailored for the world’s leading investors and business executives. Our unique approach combines human insights with exclusive investor-led content, supported by a vast global expert network.We cater to over 1,000 investment firms,...
-
Parts Sales Associate
4 days ago
Dallas, Texas, United States Premier Truck Group Full timeJoin Our Team at Premier Truck GroupBecome a vital part of Premier Truck Group, the leading Freightliner dealership network in North America. We pride ourselves on fostering a culture of diversity and inclusivity, ensuring a supportive environment for all employees.About Us:Premier Truck Group operates from its headquarters in Dallas, Texas, with numerous...
-
Retail Sales Associate, Northpark Center
1 month ago
Dallas, Texas, United States Macy's Full timeAs a Retail Sales Associate, also known as a Generalist colleague, you are an integral part of bringing the Macy's magic, and the Macy's shopper is your highest priority.Employee Assistance Program (mental health and financial literacy resources)Customer Service: Master store products, services, loyalty programs, and Macy's sales systems and use knowledge to...
![Allworth Financial](https://media.trabajo.org/img/noimg.jpg)
Sales Enablement Associate
2 months ago
Allworth Financial ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
SUMMARY: The Sales Enablement Associate is responsible for executing on the data requirements of our external partners for the participation in their client referral programs and supporting the training needs of the overall department. This entry-level role requires excellent communication and organizational skills and strong analytical and technology skills. The Sales Enablement Associate works actively as part of a cross-functional, centralized sales support team to: (1) Capture and process program data accurately to ensure smooth operation of the business unit's processes and metrics reporting; (2) Facilitate and track the compliance checks necessary for program participation and success; (3) Coordinate program onboarding and help to maintain a current library of program training materials.
DUTIES AND RESPONSIBILITIES:
- Program systems & reporting (40%)
- Processes referrals from external partners in company systems and distributes to the assigned regional sales team
- Ensures accuracy of program-specific data entry and assignment
- Provides data management and systems-related support to the broader team
- Coordinates campaign setup and response data management within our CRM system, Salesforce
- Provides key metrics reporting to program leadership weekly, or as requested
- Training coordination & materials (25%)
- Works to coordinate program-specific training with the appropriate internal partners and team members
- Ensures training materials are kept up-to-date with current rules of engagement, internal service standards, etc.
- Expands or contracts training materials library, as needed
- Compliance administration (15%)
- Administer program-specific compliance checks to incoming participants
- Track all compliance checks in the CRM and other systems, as needed
- Team support (10%)
- Take notes to provide meeting summary for program management, as needed
- Meeting coordination for program management meetings, as needed
- Basic events coordination upon request by Sales Enablement Specialists
- Provide administrative support to the broader sales and sales support teams
EXPERIENCE AND QUALIFICATIONS:
- College degree in marketing, business or related
- 2+ years of strong administrative experience supporting a sales team
- 1-2+ years of entry-level experience in the wealth management/RIA industry or related a plus
- Customer service or relationship management experience a plus
- Strong verbal and written communication skills who enjoys working with people
- Organized with the ability to work on multiple projects
- Meticulous attention to detail
- Experience in Salesforce or a similar CRM a plus
- Proficiency with MS Office programs (Excel, Word and PowerPoint)
- Willingness to learn about - and work compliantly within - the financial services industry
- Must be in good compliance standing with all rules, regulations and policies
Salary: $60-65K
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy.
- Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.