What are the responsibilities and job description for the Sales & Administrative Coordinator position at Financial Literacy Institute?
Sales & Administrative Coordinator
Financial Literacy Institute firm in Valencia, CA is seeking a part-time Sales & Administrative Coordinator. Candidates must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and be skilled with technology. If you are seeking an amazing career opportunity, please apply today!
Key Responsibilities :
Sales Support :
- Make outbound calls to potential and existing clients to generate leads and maintain relationships.
- Follow up with clients after initial outreach or sales meetings.
- Assist in managing the sales pipeline and ensure accurate data entry into CRM systems.
- Support the team with presentations, proposals, and other sales materials.
- Help with sales order processing, contract preparation, and tracking of sales targets.
Customer Interaction :
Administrative Tasks :
Communication & Collaboration :
Skills and Qualifications :
Preferred Qualifications :
Hours
Salary
Presented by Advisor Employee Services Thank you for your interest in the Sales & Administrative Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https : / / aesplacement.com / . We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $20 - $22