Wealth Growth Sales Specialist—Events & CRM

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

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