What are the responsibilities and job description for the Sales Assistant position at Frontall USA?
Job Description
Job Description
Sales Assistant - Financial Services
Company Overview
Our client is a leading financial services firm with over 160 years of experience in helping individuals and businesses achieve financial security. With a strong focus on personalized, holistic planning, they manage billions in assets and provide a wide range of services, including insurance, investments, and wealth management. Their commitment to innovation, client-centric solutions, and a diverse workforce has made them a trusted name in the industry.
Job Summary
The Sales Assistant will play a critical role in supporting the sales team by ensuring seamless coordination and preparation for client meetings, trade shows, and daily operations. This role requires exceptional organizational skills, a customer-service mindset, and the ability to thrive in a fast-paced financial services environment.
Key Responsibilities
- Assist in creating and preparing sales materials, including presentations, reports, and proposals, to ensure the sales team is well-equipped for client interactions.
- Coordinate schedules for client meetings, trade shows, and internal team events to optimize efficiency and productivity.
- Serve as the primary point of contact for client correspondence, ensuring timely and professional communication.
- Manage logistics for shipping and delivery of materials, ensuring accuracy and adherence to deadlines.
- Address customer inquiries and resolve issues promptly, maintaining a high standard of client satisfaction.
- Collaborate with the sales team to streamline processes and improve overall team performance.
Qualifications
Must-Haves :
Nice-to-Haves :
Salary Range
The salary range for this role will be competitive and aligned with industry standards, based on the candidates experience and qualifications.
Call to Action
If you're a detail-oriented professional with a passion for supporting sales teams in the financial services industry, we'd love to hear from you! Apply now to join a dynamic team dedicated to helping clients achieve financial security.
