Sales Associate

About the Role

The Sales Associate is a full-time, hybrid role based in Jacksonville, FL, with flexibility for some work-from-home arrangements. This position focuses on identifying prospective clients, conducting outreach, and scheduling and supporting meetings to discuss financial planning and wealth management solutions.

Key Responsibilities

• Managing pipelines and follow-ups in CRM tools.
• Preparing presentations and client materials.
• Coordinating with advisors to ensure a smooth sales process.
• Handling inbound inquiries.
• Performing basic research on client needs.
• Supporting ongoing relationship management through timely communication and service.
• Collaboration with team members on marketing initiatives, events, and lead-generation activities.

Requirements & Tech Stack

• Experience with prospecting, lead qualification, and CRM or pipeline management tools.
• Proficiency with office productivity tools (e.g., Microsoft Office or Google Workspace).
• Comfort learning new technology platforms.

Qualifications

• Strong sales, client relationship-building, and customer service skills.
• Ability to communicate financial concepts clearly and professionally.
• Solid organizational, time-management, and follow-up skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Interest in wealth management, financial planning, or insurance services.
• Prior experience in financial services or a related field is preferred.
• Ability to work both independently and collaboratively in a hybrid environment.
• Demonstrating integrity, professionalism, and discretion with confidential information.
• Bachelor’s degree in Business, Finance, Economics, Marketing, or a related discipline is preferred; relevant work experience may be considered in lieu of a degree.
• Licensing (such as state insurance licenses or securities registrations) is a plus; willingness to pursue required licenses with firm support is highly beneficial.