Sales Specialist - Financial Services CG Financial Services - 4.8 Williamston, MI Job Details 1 day ago Benefits Profit sharing Health insurance 401(k) Financial planning services Paid time off Life insurance Qualifications Customer follow-ups Customer records maintenance Conversion rate tracking Marketing automation tools Customer relationship building Sales collateral development Educational events Sales workflow optimization Client rapport building Opportunity Management Mid-level Digital marketing tools Lead Conversion Salesforce Cloud Business development Canva Sales performance monitoring (sales process improvement strategies) Decision making Event performance reporting and analysis Content marketing Sales management systems proficiency Initial Contact (sales skills) Prospecting Client acquisition Content management Corporate event planning CRM system proficiency Event marketing Digital marketing asset design projects Lead generation activity metrics tracking Full Job 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 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. Compensation & Benefits Paid time off Safe Harbor 401(k) and discretionary profit sharing Health benefits, life insurance, and ancillary insurances Free financial planning for employees Volunteer and community outreach opportunities