Description We 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: Educational & Marketing Seminars • Coordinate and execute educational and marketing seminars designed to attract qualified wealth management prospects • Partner with external marketing firms and internal stakeholders to: • Drive targeted attendance • Ensure message alignment and event readiness • Attend, co-host, or host events, serving as a front-line representative of the firm • Engage attendees before, during, and after events with the goal of: • Building rapport and trust • Securing follow-up meetings and discovery appointments • Track event performance and outcomes (attendance, appointments set, conversion metrics) Provide insights and recommendations to improve the efficiency of business development initiatives. CRM & Sales Process Management • 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 qualification • Follow-up cadence • Status tracking and handoffs to advisors • Leverage digital marketing tools and automation to support prospect engagement • Provide visibility into pipeline health, follow-up activity, and conversion trends Sales Support & Productivity Projects • Assist with sales initiatives that improve advisor productivity and prospect experience • Support development of sales materials, event workflows, and follow-up processes • Collaborate with marketing, advisors, and leadership on special projects related to growth • Continuously identify opportunities to improve efficiency, consistency, and prospect experience Experience & Skills • 2–5+ 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 audiences • Strong working knowledge of CRMs (Salesforce or similar) and pipeline management • Organized, detail-oriented, and able to manage multiple initiatives simultaneously • Excellent verbal and written communication skills • Confident, personable, and naturally relationship-driven • Ability 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 & Traits • Excels in an entrepreneurial environment where speed matters, processes are continuously refined, and not every answer is known in advance • Proactive self-starter who thrives in a growth-oriented environment • Comfortable operating in a fast-paced environment with evolving priorities, sometimes incomplete information and the need for proactive decision making • Curious, coachable, and eager to learn wealth management concepts • Takes pride in representing a professional brand at live events Success Metrics: How is this role measured? • Qualified attendance rate per event • Number of follow-up appointments scheduled from events • Accuracy and completeness of CRM data (timely updates, clean records) • Lead progression rates through defined sales stages • Completion of assigned sales support projects on time and on scope • Professional presence and relationship-building effectiveness • Post-event prospect feedback and engagement quality • Brings 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 & Benefits • Paid time off • Safe Harbor 401(k) and discretionary profit sharing • Health benefits, life insurance, and ancillary insurances • Free financial planning for employees • Volunteer and community outreach opportunities