What are the responsibilities and job description for the Sales Assistant position at Sweetgum Labs Wealth Management?
Job Description
Job Description
Sweetgum Labs Wealth Management is seeking a detail-oriented and proactive Sales Assistant to join our dynamic team dedicated to innovative approaches in financial planning and environmental sustainability. At Sweetgum Labs, we prioritize building strong, client-centric partnerships by listening carefully to our clients' needs and educating them on best practices for successful financial planning. The Sales Assistant will play a pivotal role in supporting our sales team, enhancing client engagement, and ensuring a seamless experience for our clients.
Responsibilities
- Assist the sales team in daily operations and administrative tasks
- Maintain and update client databases and sales records
- Prepare sales presentations and materials for client virtual meetings
- Coordinate schedules for client appointments and outreach efforts
- Respond to client inquiries in a timely and professional manner
- Assist in the preparation of financial reports and documentation
- Support marketing efforts by participating in campaigns and outreach initiatives
Requirements
Benefits