Sales Support Specialist

HirefinderRPO; Miami (FL); On-site; USD 40,000 - 50,000; Full time

Job summary

An established industry player is seeking a detail-oriented sales support specialist to join their dynamic team in Coral Gables. In this full-time role, you will play a crucial part in supporting sales operations and ensuring client satisfaction through exceptional customer service. You will manage client accounts, prepare documentation, and assist in onboarding processes, all while fostering strong relationships with clients and brokers. If you are motivated, organized, and passionate about providing top-notch support, this is the perfect opportunity for you to thrive in a challenging and rewarding environment.

Qualifications

• 2+ years of sales support experience, preferably in financial services.
• Strong organizational and communication skills are essential.

Responsibilities

• Support sales team with client accounts and documentation.
• Handle client inquiries and maintain accurate records.

Skills

Analytical Skills

Communication Skills

Sales Operations Skills

Interpersonal Skills

Organizational Skills

Multitasking

Customer Service

Bilingual (English and Spanish)

Education

Associate's Degree

Bachelor's Degree

Tools

Microsoft Office Suite

CRM Software

Job description

5 days ago Be among the first 25 applicants

This range is provided by HirefinderRPO. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$40,000.00/yr - $50,000.00/yr

Location: Miami, FL 33134 – Coral Gables

Company Description

Our client is a specialized provider of sophisticated financial solutions, focusing on wealth and legacy protection for high-net-worth individuals and families. Leveraging decades of industry expertise, they deliver tailored products, comprehensive support, and innovative solutions through strategic partnerships with financial institutions and brokers. They are committed to exceptional service and building strong, lasting client relationships.

Role Description

Our client seeks a dynamic and detail-oriented sales support specialist to join their Coral Gables, FL team. This full-time role will support their sales operations, ensure client satisfaction, and provide exceptional customer service.

Responsibilities

1. Support the sales team in managing client accounts, preparing necessary documentation and application forms, and tracking sales progress.
2. Develop and prepare proposals, quotes, illustrations, and client presentations.
3. Support clients, agencies, and brokers throughout onboarding, including coordinating training, managing documentation, and maintaining accurate records.
4. Handle client inquiries and follow-ups promptly and professionally, ensuring a high level of service.
5. Collect and upload client information, verifying the completeness and accuracy of all documentation.
6. Organize, upload, and maintain documents within the management system.
7. Monitor application statuses and provide regular updates on client portfolios to the management team.
8. Manage day-to-day administrative and sales-related tasks.
9. Establish and maintain efficient digital filing systems for easy document retrieval.
10. Accurately enter and maintain data within their systems.
11. Generate commission reports/statements according to schedule.
12. Prepare detailed sales reports and summaries for business review and analysis.

Qualifications

1. Minimum of 2 years of experience in sales support, preferably within the financial services industry.
2. Strong analytical, communication, and sales operations skills.
3. Proven ability to multitask, prioritize, and thrive in a fast-paced environment.
4. Experience providing support to senior-level management.
5. Excellent interpersonal skills and the ability to build strong relationships.
6. Exceptional organizational skills and meticulous attention to detail.
7. Proficiency in Microsoft Office Suite and experience with CRM or agency management software.
8. Experience in managing and processing complex documentation.
9. Ability to gather and organize necessary documentation.
10. Excellent written and verbal communication skills (English and Spanish).
11. Associate’s or Bachelor’s degree preferred.
12. Demonstrates perseverance and resilience in the face of business challenges and opportunities.
13. Understand the impact of individual contributions on department and company goals.
14. Effectively prioritizes tasks and manages time to meet deadlines.
15. Maintains accuracy and organization in all work.
16. Commitment to continuous learning and skill development through training and experience.
17. Highly motivated and results-driven with a collaborative, "win together" mindset.

Why Join Our Client?

This is an excellent opportunity to join a growing organization that values employees and offers a dynamic and challenging work environment. We encourage you to apply if you are a motivated and detail-oriented professional passionate about providing exceptional support.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Sales and Customer Service

Industries

Insurance