Sales Specialist - Financial Services

CG Financial Services; Williamston (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid time off

Safe Harbor 401(k) and discretionary %

Health benefits

Life insurance

Financial planning for employees

Volunteer opportunities

Job summary

CG Financial Services seeks a high-energy Sales Specialist to accelerate growth for its wealth management practice. The role blends event-driven marketing with sales support to assist Advisors and manage CRM-driven pipeline.

You will host and co-host seminars, drive attendance, and nurture attendees toward discovery meetings, while maintaining precise CRM records and coordinating follow-up. The position emphasizes relationship-building, professional presentation at live events, and collaboration

Qualifications

• 2–5+ years in sales support, business development, client engagement, or marketing roles (financial services experience preferred, not required)
• Comfortable interacting with high-net-worth or professional audiences
• Strong working knowledge of CRMs (Salesforce or similar) and pipeline management
• Organized, detail-oriented, and able to manage multiple initiatives simultaneously
• Excellent verbal and written communication skills
• Confident, personable, and naturally relationship-driven
• Ability to create engaging marketing content using Canva, Adobe Creative Suite, or similar platforms, to support seminars, campaigns, and prospect outreach.

Responsibilities

• Educational & Marketing Seminars: coordinate and execute seminars to attract qualified prospects
• Partner with marketing firms and internal stakeholders to drive attendance and ensure message alignment
• Attend, co-host, or host events and represent the firm
• Engage attendees to build rapport and secure follow-up meetings and appointments
• Track event performance and provide insights to improve outreach efficiency
• CRM & Sales Process Management: maintain accurate CRM records and manage lead qualification and follow-ups
• Provide visibility into pipeline health, follow-up activity, and conversion trends
• Sales Support & Productivity Projects: assist with sales initiatives, develop materials and workflows
• Collaborate on special growth projects and improve efficiency and prospect experience

Skills

CRM proficiency

Sales support

Event coordination

Prospect engagement

Communication

Relationship building

Tools

Salesforce

Canva

Adobe Creative Suite

Job description

Description

We are seeking a high-energy, client-focused Sales Specialist to support and accelerate growth for our wealth management firm. This role sits at the intersection of event-driven marketing, sales-support activities to help Advisors, and CRM-driven pipeline management.

The ideal candidate is personable, organized, and confident in engaging with prospects in live settings, while also being disciplined and analytical when managing follow-up and sales processes. This is a visible, impact-driven role with a clear path for growth.

*This is a non-advisory, non-licensed role focused on organic growth—not portfolio management.

Key Responsibilities:

Educational & Marketing Seminars

• Coordinate and execute educational and marketing seminars designed to attract qualified wealth management prospects
• Partner with external marketing firms and internal stakeholders to:
• Drive targeted attendance
• Ensure message alignment and event readiness
• Attend, co-host, or host events, serving as a front-line representative of the firm
• Engage attendees before, during, and after events with the goal of:
• Building rapport and trust
• Securing follow-up meetings and discovery appointments
• Track event performance and outcomes (attendance, appointments set, conversion metrics) Provide insights and recommendations to improve the efficiency of business development initiatives.

CRM & Sales Process Management

• Maintain accurate and up-to-date records in the firm’s CRM (e.g., Salesforce or similar)
• Navigate prospects through a defined sales and nurturing process, including:
• Lead qualification
• Follow-up cadence
• Status tracking and handoffs to advisors
• Leverage digital marketing tools and automation to support prospect engagement
• Provide visibility into pipeline health, follow-up activity, and conversion trends

Sales Support & Productivity Projects

• Assist with sales initiatives that improve advisor productivity and prospect experience
• Support development of sales materials, event workflows, and follow-up processes
• Collaborate with marketing, advisors, and leadership on special projects related to growth
• Continuously identify opportunities to improve efficiency, consistency, and prospect experience

Experience & Skills

• 2–5+ years in sales support, business development, client engagement, or marketing roles (financial services experience preferred, not required)
• Comfortable interacting with high-net-worth or professional audiences
• Strong working knowledge of CRMs (Salesforce or similar) and pipeline management
• Organized, detail-oriented, and able to manage multiple initiatives simultaneously
• Excellent verbal and written communication skills
• Confident, personable, and naturally relationship-driven
• Ability to create engaging marketing content using contemporary design tools such as Canva, Adobe Creative Suite, or similar platforms, to support seminars, campaigns, and prospect outreach.

Mindset & Traits

• Excels in an entrepreneurial environment where speed matters, processes are continuously refined, and not every answer is known in advance
• 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
• Curious, coachable, and eager to learn wealth management concepts
• Takes pride in representing a professional brand at live events

Success Metrics: How is this role measured?

• Qualified attendance rate per event
• Number of follow-up appointments scheduled from events
• Accuracy and completeness of CRM data (timely updates, clean records)
• Lead progression rates through defined sales stages
• Completion of assigned sales support projects on time and on scope
• Professional presence and relationship-building effectiveness
• Post-event prospect feedback and engagement quality
• Brings a performance-driven mindset, understanding that exceptional results are recognized and rewarded through increased responsibility, compensation, and career growth.

Our Core Values:

Thirst for Knowledge: You’re endlessly curious and committed to continuous learning.

Innovative Problem Solver: You proactively create solutions, communicate clearly, and follow through.

Self-Motivated: You are driven, results-oriented, and embrace challenges.

Authentic: You operate with integrity and foster a drama-free, honest work environment.

Positively Impact People: You lift others up—clients, colleagues, and the community.

Compensation & Benefits

• Paid time off
• Safe Harbor 401(k) and discretionary profit sharing
• Health benefits, life insurance, and ancillary insurances
• Free financial planning for employees
• Volunteer and community outreach opportunities