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$45,000.00–$65,000.00 yearly
Remote
Full-time
Quick Apply
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 sustai...Show moreLast updated: 4 days ago
Promoted
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Remote
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Remote
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Remote
Full-time
Quick Apply
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IMEG CorporationPhiladelphia, PA, United States
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Remote
Quick Apply
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Remote
Full-time
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Promoted
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Remote
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Remote
Quick Apply
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Promoted
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Remote
Full-time
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Remote
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Sweetgum Labs Wealth ManagementPhiladelphia, PA, US
4 days ago
Salary
$45,000.00–$65,000.00 yearly
Job type
Full-time
Remote
Quick Apply
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
High school diploma or equivalent; degree in finance or related field preferred
Previous experience in a sales or administrative support role
Strong organizational skills and attention to detail
Excellent verbal and written communication skills
Proficiency in Microsoft Office Suite and CRM software
Ability to work both independently and as part of a team
Strong commitment to client service and ethical standards