Sales Assistant

3 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

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