Sales Administrator

Job Purpose:
 

The Sales Administrator plays a critical role in supporting Sales Advisors and their clients by ensuring efficient management of schedules, order transitions, and client interactions. This role involves coordinating with various internal teams, such as Client Success, Tax Accounting, and Bookkeeping to provide seamless service. The Sales Administrator is responsible for drafting and processing proposals, maintaining accurate client information in Salesforce CRM, and addressing client queries with professionalism. The role requires strong organizational skills, proficiency with relevant software, and the ability to adapt to changing priorities while maintaining high service standards.

Key Responsibilities:

Client and Advisor Support:

• Offer dedicated support to assigned Sales Advisors and their prospective and existing clients.
• Manage the scheduling of appointments for new and existing clients on Sales Advisors' calendars.
• Respond to client inquiries in a timely and professional manner.
• Work effectively with Client Success Coordinators, Tax Accounting, and Bookkeeping Teams to ensure client needs are met.
• Deliver world-class service to clients and fellow Anderson employees.
   

Process Management:

• Facilitate the transition of sales orders to fulfillment by coordinating with the assigned service team member.
• Draft, send, and process proposals for all Sales Advisor and Attorney sales.
• Utilize Salesforce CRM to access and update client information as needed.
   

Additional Responsibilities:

• Perform additional duties as required by changing needs, priorities, and Supervisor guidelines

Competencies:

Integrity

• Understands and adheres to basic ethical standards and company policies.
• Reports unethical behavior to supervisors.
• Maintains confidentiality with minimal supervision.

Accountability

• Takes responsibility for assigned tasks and activities.
• Seeks guidance when necessary to complete tasks.
• Acknowledges mistakes and learns from them.

Customer Focused

• Understands basic customer service principles.
• Responds to customer inquiries with guidance.
• Demonstrates a helpful and friendly attitude.

Time Management / Organization

• Manages time and tasks with direct supervision.
• Uses basic organizational tools and techniques.
• Completes tasks within established deadlines.

Communication

• Communicates clearly and effectively in simple situations.
• Listens actively and seeks clarification.
• Uses basic communication tools (email, phone, etc.).

Teamwork

• Works cooperatively with others on assigned tasks.
• Shares information and resources with team members.
• Participates actively in team activities.

Self-Motivated

• Demonstrates a basic level of enthusiasm and initiative.
• Completes tasks with supervision and support.
• Seeks opportunities for personal development.

Required Qualifications:

• Minimum High School Diploma required; Associate's Degree preferred.
• At least 2 years of client service experience.
• High computer literacy with proficiency in Google Suite and Salesforce preferred.
• Exceptional accuracy and attention to detail with strong phone etiquette, grammar, and spelling.
• Ability to solve problems and work independently with minimal supervision.
• Demonstrated ability to work effectively within a team environment.
• Strong organizational and time management skills with the ability to prioritize tasks and manage multiple responsibilities simultaneously.

Preferred Qualifications:

• Background in sales administration is a plus.

Performance Metrics:

• Client Satisfaction: Measured by client feedback and timely resolution of inquiries.
• CRM Management Accuracy: Effectiveness in updating and maintaining accurate client records in Salesforce.
• Proposal Management Efficiency: Timeliness and accuracy in drafting and processing sales proposals.
• Interdepartmental Collaboration: Effectiveness in working with internal teams to meet client needs.

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work for the past 6 years by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment. 

Salary : $20 - $21