Growth & Sales Enablement Specialist

Wintrust Financial Corporation; Newark (NJ); Hybride; USD 85 000 - 110 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Life insurance

AD&D insurance

Disability insurance

Parental leave

401(k) with company match

FSA

ESPP at 5%

Critical Illness Insurance

Pet Insurance

Transportation benefits

Banking benefits

Résumé du poste

Wintrust Life Finance is seeking an experienced professional to act as a hybrid internal wholesaler, supporting the Head of Sales and regional VPs with advisor engagement, pipeline orchestration, and marketing collateral development.

Ideal candidates bring 3–7 years in financial services, strong CRM proficiency, and the ability to produce executive-ready materials. This role blends relationship management with sales enablement in a fast-paced advisor-facing environment.

Qualifications

• 3–7 years of experience in financial services.
• Experience in premium finance or wealth management is helpful.
• Excellent verbal and written communication.

Responsabilités

• Serve as the primary internal point of contact for Head of Sales, RVPs, their advisors/clients, and other centers of influence.
• Support regional VPs with meeting prep, follow-ups, on-site conference/tradeshow support, and proposal coordination with new business.
• Produce polished marketing materials and collateral, and refine messaging with the Head of Sales.
• Maintain CRM accuracy and generate weekly pipeline reports for leadership.

Connaissances

CRM proficiency

Sales enablement

Pipeline management

Marketing collateral

Advisor relations

Financial services

Outils

CRM platforms

Description du poste

Wintrust Life Finance is seeking an experienced professional to act as a hybrid internal wholesaler, supporting the Head of Sales and regional VPs with advisor engagement, pipeline orchestration, and marketing collateral development.

Ideal candidates bring 3–7 years in financial services, strong CRM proficiency, and the ability to produce executive-ready materials. This role blends relationship management with sales enablement in a fast-paced advisor-facing environment.