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    Sales Assistant - Cincinnati, United States - WestPoint Financial Group

    WestPoint Financial Group
    WestPoint Financial Group Cincinnati, United States

    4 weeks ago

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    Description

    Job Description

    Job Description

    WestPoint Financial Group is assisting with the sourcing of this candidate. The candidate will be the employee of the advisor.

    Sales Assistant:

    The Sales Assistant is responsible for handling all aspects of the Advisor's business; this role should positively contribute to the advisor's practice by nurturing the client's relationship with the advisor. This position requires a proactive, self-starter individual with excellent communication, technological and organizational skills. The successful candidate must be detail-oriented, a quick learner, personable, and be able to multi-task efficiently with accuracy.

    This is a Full-Time position with flexible hours, in the office, with a hybrid-option in the future.

    Responsibilities:

    • Supervise client onboarding and ensure client meeting files are prepared and organized;
    • Data entry of applications in a timely and accurate manner;
    • Respond to general account questions and service requests from clients;
    • Support new business processing and tracking;
    • Prepare and maintain client files for review and ongoing meetings;
    • Assist with case prep documentation and seamless follow-up for clients;
    • Assist in managing advisor calendar and scheduling;
    • Process and track business development opportunities and lead generating activity;
    • Manage client communication touch points and outreach effectiveness;
    • Distribute and manage marketing collateral, newsletters and social media posts; and
    • Coordinate event planning for all seminars, client appreciation and prospecting events, including managing invites, RSVPs, vendors and compliance

    Position Requirements

    • High school diploma or equivalent;
    • Associate or bachelor's degree preferred;
    • Proficiency with computers, technology and Microsoft Office;
    • Proficiency in database management and/or CRM systems;
    • Excellent written and verbal communication skills;
    • Collaborative team player with ability to adapt as priorities require;
    • 1-2 years of sales or administrative experience;
    • Financial industry basic knowledge, preferred but not required.

    Salary: $25-$30/hour depending on experience and qualifications.

    Benefits:

    • Paid holidays and vacation time
    • Medical benefits negotiable
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