Monitor and manage daily sales pipeline activity to identify required tasks and ensure follow-ups.
Prepare proposals, engagement agreements, and sales documentation accurately and efficiently.
Support Regional Sales Directors and advisors by coordinating meeting materials and financial documentation.

Requirements:

1–3 years of experience in sales support, financial services, or retirement plan services preferred.
Strong organizational skills with attention to detail and multitasking ability.
Proficiency in Microsoft Office Suite and comfort with CRM systems like Salesforce.

Benefits:

Competitive salary ranging from $50,000 to $80,000 annually.
Comprehensive benefits package including medical, dental, vision, life, and disability insurance.
Generous paid time off, including vacation, holidays, and parental leave support.

Jobgether

This role is placed on behalf of a partner company specializing in retirement services. They are a mission-driven organization focused on financial security, with a collaborative culture and employee engagement activities.

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