Sales Assistant

Remote Jobs; United States; Remote; USD 45,000 - 65,000; Full time

Job summary

A leading financial services provider is seeking a Sales Support Specialist to provide administrative support to the sales team. The ideal candidate will have 1-3 years of experience in sales or financial services and excellent organizational skills. Responsibilities include managing client communications, soliciting new clients, and ensuring accurate data entry in loan systems. This role offers the chance to work in a dynamic environment and contribute to business success.

Benefits

Opportunity for career advancement

Supportive work environment

Dynamic work culture

Qualifications

• 1-3 years of experience in a sales support or financial services role.
• Strong organizational and time management skills required.
• Excellent communication skills, both written and verbal.

Responsibilities

• Provide administrative support to the sales team.
• Solicit new clients through outbound sales efforts.
• Manage incoming loan submissions within systems.

Skills

Organizational skills

Communication skills

Multitasking

Tools

Microsoft Office Suite

CRM platforms

Job description

Employer Industry: Financial Services

Why consider this job opportunity:

• Opportunity for career advancement and growth within the organization
• Supportive and collaborative work environment
• Engage in diverse responsibilities across various functions
• Chance to make a positive impact on client relationships and business outcomes
• Work in a fast-paced, dynamic setting that encourages innovation

What to Expect (Job Responsibilities):

• Provide administrative and operational support to the sales team, including Account Executives and Sales Leaders
• Solicit new prospective clients and target new prospects through outbound sales efforts
• Schedule appointment presentations of products and services to new and existing clients
• Manage incoming loan submissions and ensure accurate data entry into loan origination systems
• Collaborate with underwriting, disclosures, and funding teams to resolve documentation or status issues

What is Required (Qualifications):

• 1-3 years of experience in a sales support, sales, mortgage, or financial services role
• Strong organizational and time management skills with the ability to prioritize and multitask
• Excellent communication skills, both written and verbal
• Comfortable working in a fast-paced, deadline-driven environment
• Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)

How to Stand Out (Preferred Qualifications):

• Knowledge of Non-QM lending products
• Familiarity with CRM platforms such as HubSpot
• Self-motivated team player with strong attention to detail and customer service orientation

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