Wealth Management Sales & Events Specialist

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 profit sharing

Health benefits

Life insurance and ancillary ins.

Free financial planning for employees

Volunteer opportunities

Job summary

CG Financial Services is seeking a high-energy Sales Specialist to drive growth through educational seminars and targeted marketing events. You will engage prospects in live settings and manage follow-up in the CRM, helping Advisors advance opportunities with disciplined, analytics-driven processes.

The role emphasizes event execution, lead nurturing, and collaboration with marketing, with a clear path for growth within a wealth management context.

Qualifications

• 2-5+ years in sales support or marketing roles.
• Experience with wealth management or financial services a plus.
• Strong written and verbal communication.
• Ability to manage multiple initiatives simultaneously.
• Comfortable engaging with high-net-worth audiences.

Responsibilities

• Coordinate and execute seminars to attract qualified prospects.
• Collaborate with marketing and internal teams to drive attendance.
• Host events and represent the firm in live settings.
• Nurture leads through defined sales process and CRM.
• Support creation of sales materials and event workflows.
• Track performance and provide insights to improve outreach.

Skills

CRM systems

Lead nurturing

Event coordination

Communication

Sales support

Tools

Salesforce

Canva

Adobe Creative Suite

Job description

CG Financial Services is seeking a high-energy Sales Specialist to drive growth through educational seminars and targeted marketing events. You will engage prospects in live settings and manage follow-up in the CRM, helping Advisors advance opportunities with disciplined, analytics-driven processes.

The role emphasizes event execution, lead nurturing, and collaboration with marketing, with a clear path for growth within a wealth management context.