What are the responsibilities and job description for the Administrative and Sales Support Associate - Financial Services position at WestPoint Financial Group?
WestPoint Financial Group is assisting with the sourcing of this role. The successful candidate will be hired directly by NLF Partners.
About NLF Partners
NLF Partners is a rapidly growing, relationship-driven financial planning and insurance practice dedicated to helping individuals, families, and business owners achieve financial clarity and long-term security. We take a personalized, values-driven approach that puts people first and builds meaningful, lasting client relationships.
Why Join NLF Partners?
This is not a traditional administrative job.
As our financial services practice continues to scale, we’re looking for a confident, forward-thinking Administrative & Sales Support Associate who wants to be at the heart of client engagement, business development, and operational excellence.
You’ll interact directly with clients, help uncover planning opportunities, support our advisory team, and play a key role in shaping the client’s experience. If you thrive in a fast-paced environment, love connecting with people, and want a role where your work truly makes an impact, you’ll feel right at home here.
This position is ideal for individuals with experience as an Administrative Assistant, Client Service Representative, Sales Support Specialist, or Office Coordinator—especially within financial services or those eager to learn wealth management.
What You’ll Do
Client Engagement & Opportunity Development
Who We’re Looking For
Full-Time: Monday through Friday, 40 hours/week
Equal Opportunity Employer
NLF Partners is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
About NLF Partners
NLF Partners is a rapidly growing, relationship-driven financial planning and insurance practice dedicated to helping individuals, families, and business owners achieve financial clarity and long-term security. We take a personalized, values-driven approach that puts people first and builds meaningful, lasting client relationships.
Why Join NLF Partners?
This is not a traditional administrative job.
As our financial services practice continues to scale, we’re looking for a confident, forward-thinking Administrative & Sales Support Associate who wants to be at the heart of client engagement, business development, and operational excellence.
You’ll interact directly with clients, help uncover planning opportunities, support our advisory team, and play a key role in shaping the client’s experience. If you thrive in a fast-paced environment, love connecting with people, and want a role where your work truly makes an impact, you’ll feel right at home here.
This position is ideal for individuals with experience as an Administrative Assistant, Client Service Representative, Sales Support Specialist, or Office Coordinator—especially within financial services or those eager to learn wealth management.
What You’ll Do
Client Engagement & Opportunity Development
- Proactively reach out to existing clients to strengthen relationships and identify new planning opportunities
- Engage clients around upcoming needs, financial milestones, and additional services
- Build trust through consistent, value-driven communication
- Manage relationship touchpoints (birthdays, policy anniversaries, client gifting)
- Use LinkedIn and other tools to identify and initiate outreach to prospective clients
- Manage and execute strategic outreach campaigns through the advisor’s LinkedIn profile
- Follow up on leads, schedule appointments, and track engagement metrics
- Contact clients regarding insurance policy updates and payment status
- Schedule annual reviews and maintain recurring client-meeting calendars
- Assist the advisor by identifying client needs and supporting follow-through
- Keep CRM systems organized with updated notes and follow-ups
- Prepare materials for client meetings and assist with post-meeting communications
- Support weekly team meetings, agendas, and calendars
- Collaborate with leadership to improve and refine client-engagement processes
Who We’re Looking For
- 1 years of administrative experience required
- Experience in sales, client service, or financial services support preferred
- Strong communication skills—professional, friendly, and confident
- Comfortable using CRM systems, LinkedIn, and digital communication tools
- Highly organized with the ability to manage multiple priorities independently
- Goal-oriented with a passion for helping people
- Familiarity with financial planning, insurance, or investment services is a plus (but not required)
- Competitive compensation ($47,000 - $57,000 annually) with performance-based bonuses
- Paid Time Off
- A role with real impact in a respected, fast-growing financial practice
- Clear pathways for professional development and advancement
- A supportive, relationship-oriented team culture
- Hands-on training, mentorship, and access to industry education
Full-Time: Monday through Friday, 40 hours/week
Equal Opportunity Employer
NLF Partners is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Salary : $47,000 - $57,000