Sales Assistant

4 weeks ago

Cincinnati, United States WestPoint Financial Group Full time
Job DescriptionJob Description

WestPoint Financial Group is assisting with the sourcing of this candidate. The candidate will be the employee of the advisor.

Sales Assistant:

The Sales Assistant is responsible for handling all aspects of the Advisor's business; this role should positively contribute to the advisor's practice by nurturing the client's relationship with the advisor. This position requires a proactive, self-starter individual with excellent communication, technological and organizational skills. The successful candidate must be detail-oriented, a quick learner, personable, and be able to multi-task efficiently with accuracy.

This is a Full-Time position with flexible hours, in the office, with a hybrid-option in the future.

Responsibilities:

  • Supervise client onboarding and ensure client meeting files are prepared and organized;
  • Data entry of applications in a timely and accurate manner;
  • Respond to general account questions and service requests from clients;
  • Support new business processing and tracking;
  • Prepare and maintain client files for review and ongoing meetings;
  • Assist with case prep documentation and seamless follow-up for clients;
  • Assist in managing advisor calendar and scheduling;
  • Process and track business development opportunities and lead generating activity;
  • Manage client communication touch points and outreach effectiveness;
  • Distribute and manage marketing collateral, newsletters and social media posts; and
  • Coordinate event planning for all seminars, client appreciation and prospecting events, including managing invites, RSVPs, vendors and compliance

Position Requirements

  • High school diploma or equivalent;
  • Associate or bachelor's degree preferred;
  • Proficiency with computers, technology and Microsoft Office;
  • Proficiency in database management and/or CRM systems;
  • Excellent written and verbal communication skills;
  • Collaborative team player with ability to adapt as priorities require;
  • 1-2 years of sales or administrative experience;
  • Financial industry basic knowledge, preferred but not required.

Salary: $25-$30/hour depending on experience and qualifications.

Benefits:

  • Paid holidays and vacation time
  • Medical benefits negotiable

  • Sales Manager

    1 month ago

    Cincinnati, United States 828 Logistics Full time

    Job DescriptionJob DescriptionDescription:As the Sales Manager at 828 Logistics, you will lead a team of Sales Executives and be responsible for driving revenue. You will also be tasked with overseeing the activities and performance of your sales team by tracking sales goals, setting individual sales targets/KPI’s, and facilitating the ongoing training of...

  • Outside Sales

    3 days ago

    Cincinnati, United States JM Test Systems, LLC. Full time

    The Outside Sales Team Sales Manager’s role is to provide direction to sales teams, setting goals and achieving sales target. This position reports directly to the CEO/President and Vice President. Responsibilities include managing teams of sales representatives, establish training programs for sales representatives, plan, coordinate and lead core sales...

  • Outside Sales

    3 days ago

    Cincinnati, United States JM Test Systems, LLC. Full time

    The Outside Sales Team Sales Manager’s role is to provide direction to sales teams, setting goals and achieving sales target. This position reports directly to the CEO/President and Vice President. Responsibilities include managing teams of sales representatives, establish training programs for sales representatives, plan, coordinate and lead core sales...

  • Brand Sales Associate

    2 weeks ago

    Cincinnati, United States Response Inc. Full time

    Job DescriptionJob DescriptionResponse Inc. is a business consulting firm looking to hire a talented individual to take our company to new heights. Our mission is to continue facilitating the growth of our partners through innovative marketing campaigns and intangible brand strategies with consumers that diverge us from competitors. As a Brand Sales...

  • Area Sales Manager

    1 day ago

    Cincinnati, Ohio, United States Hilton Technologies Full time

    Job Requirements SREE Hotels is seeking a dedicated Area Sales Manager for its 3 Hilton branded hotels. The Cincinnatian Hotel, Curio Collection by Hilton, Hampton Inn & Suites and Homewood Suites are part of the SREE Historic Hotel Collection, located in Downtown Cincinnati. Position Summary: The purpose of a SMERF Sales Manager is to be responsible for the...

  • Area Sales Manager

    1 day ago

    Cincinnati, Ohio, United States Hilton Technologies Full time

    Job Requirements SREE Hotels is seeking a dedicated Area Sales Manager for its 3 historic hotels in Downtown Cincinnati; The Cincinnatian Hotel, Curio Collection by Hilton, Hampton Inn & Suites and Homewood SuitesPosition Summary: The purpose of a SMERF Sales Manager is to be responsible for the growth and performance of all sales activities in the SMERF...

  • Network Sales Engineer II

    2 weeks ago

    Cincinnati, United States altafiber Full time

    Job PurposeThis position reports directly to the Director of Solutions Development. This position is considered a critical talent with superior knowledge (compared to other Network Sales Engineers). This position is responsible for providing pre-sale and post-sale design and technical support, assist in the development of other Network Sales Engineers, and...

  • Network Sales Engineer II

    4 days ago

    Cincinnati, United States altafiber Full time

    Job PurposeThis position reports directly to the Director of Solutions Development. This position is considered a critical talent with superior knowledge (compared to other Network Sales Engineers). This position is responsible for providing pre-sale and post-sale design and technical support, assist in the development of other Network Sales Engineers, and...

  • Network Sales Engineer II

    2 weeks ago

    Cincinnati, United States altafiber Full time

    Job PurposeThis position reports directly to the Director of Solutions Development. This position is considered a critical talent with superior knowledge (compared to other Network Sales Engineers). This position is responsible for providing pre-sale and post-sale design and technical support, assist in the development of other Network Sales Engineers, and...

  • Product Sales Specialist

    4 days ago

    Cincinnati, United States CBTS Full time

    Job PurposeThis position is responsible for driving profitable sales of the assigned CBTS products and/or services. The Product Sales Specialist will provide overall sales direction for a particular product/service. The Product Sales Specialist will also be responsible for collaborating with Product Development to enhance and refine CBTS products and...

  • Product Sales Specialist

    3 weeks ago

    Cincinnati, United States CBTS Full time

    Job PurposeThis position is responsible for driving profitable sales of the assigned CBTS products and/or services. The Product Sales Specialist will provide overall sales direction for a particular product/service. The Product Sales Specialist will also be responsible for collaborating with Product Development to enhance and refine CBTS products and...

  • Marketing and Sales Associate

    4 weeks ago

    Cincinnati, United States Olberdingbrands Full time

    **Position:** Marketing and Sales Associate **Location:** Cincinnati, OH **Job Id:** 364 **# of Openings:** 1 Marketing and Sales Associate Founded in 1919, Olberding Brand Family is a family company focused on delivering the highest quality and client services in the graphics design, management and printing industry. Our clients are consumer products...

  • Marketing and Sales Associate

    6 days ago

    Cincinnati, United States Olberdingbrands Full time

    **Position:** Marketing and Sales Associate **Location:** Cincinnati, OH **Job Id:** 364 **# of Openings:** 1 Marketing and Sales Associate Founded in 1919, Olberding Brand Family is a family company focused on delivering the highest quality and client services in the graphics design, management and printing industry. Our clients are consumer products...

  • Medical Sales Rep

    4 weeks ago

    Cincinnati, United States Patients Choice LLC Full time

    Job DescriptionJob DescriptionSalary: Based on ExperienceOverviewPatient’s Choice, an exciting and fast growing national medical equipment company specializing in mobility (both Group 2 and Group 3 Complex Rehab), is looking for high caliber Sales Associates in the Cincinnati, OH area.  The company was founded in 2007, with its headquarters in Rolling...

  • Medical Sales Rep

    1 month ago

    Cincinnati, United States Patients Choice LLC Full time

    Job DescriptionJob DescriptionSalary: Based on ExperienceOverviewPatient’s Choice, an exciting and fast growing national medical equipment company specializing in mobility (both Group 2 and Group 3 Complex Rehab), is looking for high caliber Sales Associates in the South Dayton, OH area.  The company was founded in 2007, with its headquarters in Rolling...

  • Area Sales Manager

    4 hours ago

    Cincinnati, United States Hilton Technologies Full time

    Job Requirements SREE Hotels is seeking a dedicated Area Sales Manager for its 3 historic hotels in Downtown Cincinnati; The Cincinnatian Hotel, Curio Collection by Hilton, Hampton Inn & Suites and Homewood SuitesPosition Summary: The purpose of a SMERF Sales Manager is to be responsible for the growth and performance of all sales activities in the SMERF...

  • Senior Product Sales Specialist

    3 weeks ago

    Cincinnati, United States CBTS Full time

    Job PurposeThis position is responsible for driving profitable sales of the assigned CBTS products and/or services. The Senior Product Sales Specialist will provide overall sales direction for a particular product/service and will mentor Product Sales Specialists and Technical Sales Engineers. The Senior Product Sales Specialist will also be responsible for...

  • Brand Marketing Assistant

    3 weeks ago

    Cincinnati, United States Resurgence Management Full time

    Job DescriptionJob DescriptionAt Resurgence Management, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Brand Marketing Team. Their determined efforts in providing our clients with excellence have overall improved the quality of our...

  • Regional Sales Manager

    2 weeks ago

    Cincinnati, United States StandardAero Business Aviation Services Full time

    Build an Aviation Career You're Proud Of At StandardAero, we use our ingenuity and know-how to find solutions for the simple to the most complex challenges in aviation. Together, we get the job done and done well. Our stability, resources, and respectful culture supports you in building a solid career with a great team you can count on day in and day out for...

  • Network Voice Sales Engineer II

    1 week ago

    Cincinnati, United States altafiber Full time

    Job Purpose This position reports directly to the Director of Solutions Development. This position is considered a critical talent with superior knowledge (compared to other Network Sales Engineers). This position is responsible for providing pre-sale and post-sale design and technical support, assist in the development of other Network Sales Engineers, and...