Sales Specialist - Financial Services

We are seeking a high-energy, client-focused Sales Specialist to support and accelerate growth for our wealth management firm.

Requirements

• 2–5+ years in sales support, business development, client engagement, or marketing roles (financial services experience preferred, not required)
• Strong working knowledge of CRMs (Salesforce or similar) and pipeline management
• Excellent verbal and written communication skills
• Ability to create engaging marketing content using contemporary design tools such as Canva, Adobe Creative Suite, or similar platforms
• 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