Sales Assistant - Financial Services Support

Job Title: Sales Assistant
Location: Lewes, DE In-person
Employment Type: Full-time, hourly starting at $22.00/hour

Job Summary

We are looking for an experienced Sales Assistant to support our financial services operations in Lewes, DE. This role will be instrumental in supporting the sales team, including preparing paperwork for client meetings, documenting client instructions, managing calendars, and client communications. The Sales Assistant helps embody the standards and values of the organization and deliver client experience unrivaled in the financial services industry.

The primary responsibility is to maximize the efficiency and effectiveness of the producers and financial planners, allowing them to focus on developing business opportunities and managing accounts.

The ideal candidate will incorporate the company values of uncompromising integrity and fulfilling our fiduciary commitment to each client.

Responsibilities

• Sales Support: prepare and pre-fill paperwork, ensuring timely completion and helping the team do what they do best.
• Client Interaction: Confirm appointments, handle direct client interactions
• Document Organization and Management: Maintain a secure and organized electronic and paper filing system for client documents, ensuring easy retrieval.
• Data Entry: Accurately manage financial data and demographic entries in MoneyGuidePro and Redtail CRM, connecting information across all software platforms and the client experience. Experience with Schwab or Orion and running reports is a plus.
• Manage CMR: input client data and notes from client meetings, and manage workflow process
• Communication Management: Coordinate and facilitate communication between advisors and clients, ensuring timely responses to inquiries and relaying important updates.
• Internal Coordination: Collaborate with team members to ensure smooth workflows, particularly during peak times or special projects.
• Task Prioritization: Manage and prioritize daily tasks to align with company goals and client needs, ensuring that critical deadlines are met.

Qualifications

• Experience: [Minimum of 3 years of experience in a client relationship role in the securities and/or insurance segments of the financial services industry
• Skills: Expertise in CRM systems, specifically Redtail CRM or Salesforce. Experience with MoneyGuide Pro financial planning software is preferred, although training is available.
• Attributes: Strong organizational skills, attention to detail, and ability to function independently in an in-person setting.
• Education: No degree required; significant industry experience necessary.
• Licensing: Health and Life and Series 65 licensing is beneficial but not required.

Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as assigned.

About our Company:

Dedicated Financial is a full-service financial planning firm, providing comprehensive investment advisory services, income and tax planning, insurance recommendations, and estate planning. If you are a detail, oriented person and are reading this, feel free to email christina at Dedicated Financial Services dot com with your resume directly for a first review. Our mission is to align our clients’ assets with what matters most to them, to empower their Life Goals, Hopes, and Dreams. With offices in Lewes, DE and Hamilton, NJ, we pride ourselves on building long-term relationships based on trust and personalized financial solutions, delivering a world-class experience with world-class service.

Our Core Values

• Value Every Connection: We believe in the unique beauty of every person we engage with, fostering relationships grounded in respect and integrity.

• Holistic Financial Wellness: Our Bringing Your Money to Life™ Life/Money process integrates financial planning with life coaching, so their finances can empower the life they want live and not simply accumulate.
• Client-First Commitment: We prioritize our clients' aspirations, aligning their finances with their life goals to support fulfilling, purpose-driven retirements.
• Deep Understanding and Lasting Relationships: We invest in getting to know our clients deeply, building lasting connections

Our Purpose

We’re here to inspire our clients—and everyone we touch—to clarify and live their Life Goals, Hopes, and Dreams and align their financial resources with what truly matters. Our aim is to help clients maximize the value of their time and wealth in ways that bring enjoyment, meaning, and fulfillment.

Why Work with Us?

• Impactful Work: Be part of a mission-driven team that transforms financial planning into a journey of life enrichment.
• Continuous Growth: Join a team that values learning, teamwork, and personal growth.
• Collaborative Culture: Work alongside dedicated professionals in a supportive, collaborative environment.

If you're looking for a role where you can make a meaningful difference in people's lives, Dedicated Financial may be the place for you. Join us in helping clients Bring their Money to Life.

Job Type: Full-time

Schedule:

• Monday to Friday

Benefits:

• Health insurance
• Paid time off

Work Location: In person

Job Type: Full-time

Pay: From $22.00 per hour

Benefits:

• Health insurance
• Paid time off

Application Question(s):

• Have you worked in financial services, insurance, banking, or medical/dental office settings before?
• Are you proficient in Microsoft Office and comfortable working with CRM software (for data entry and calendar management)?
• Have you performed data entry and managed client documents in both paper and electronic formats? Please give an example of how you kept information organized and secure.

Experience:

• Customer relationship management: 3 years (Preferred)

Location:

• Lewes, DE 19958 (Preferred)

Work Location: In person

Salary : $22