Role OverviewThe Sales Support Specialist serves as a flexible resource across multiple territories, acting as a connector between the sales field and other departments. This role blends sales support and cross-functional collaboration to drive business growth and team effectiveness.
What You Will Do
Conduct consultative sales calls, coordinate meetings, support onboarding, run analysis, take notes, and assist in pre-meeting prep.
Why It Might Be a Fit
Ideal candidate has strong sales, leadership, and communication skills, with experience in CRM platforms, sales reporting, and advisor engagement.
Requirements
- FINRA licensed (Series 7/63 or equivalent)
- Strong sales, leadership, and communication skills
- Proven ability to lead peers, collaborate cross-functionally, and think strategically
- Skilled in CRM platforms, sales reporting, email communication, and advisor engagement
Benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
- Annual discretionary bonus
- Sales bonus eligible
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