Sales Specialist - Financial Services at CG Financial Services

Williamston, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Apr, 26

Salary

0.0

Posted On

30 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Support, Client Engagement, Event Coordination, CRM Management, Pipeline Management, Lead Qualification, Prospect Engagement, Relationship Building, Digital Marketing Tools, Sales Material Development, Communication Skills, Analytical Skills, Canva Proficiency, Adobe Creative Suite Proficiency, High-Net-Worth Interaction, Sales Process Navigation

Industry

Financial Services

Description

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 Requirements 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.

Responsibilities

This role involves coordinating and executing educational and marketing seminars to attract wealth management prospects, serving as a front-line representative at events, and tracking performance outcomes. Additionally, the specialist must maintain accurate CRM records, navigate prospects through the sales process, and support advisor productivity initiatives.