About this role

Support 4–5 partner financial advisors with day-to-day sales enablement, client service coordination, and follow-up activities across retirement plan and wealth management relationships
Act as a central point of coordination for tasks, deadlines, and documentation among advisors, internal teams, and external partners
Maintain and manage detailed pipelines of retirement plan and financial services opportunities, documenting meaningful activity and tracking results throughout the longer sales cycle
Regularly update opportunity stages, next steps, and probability/forecast fields so advisors have a clear, real-time view of their books of business
Identify new leads that fit the target retirement plan and financial services prospect profile, leveraging internal data, external databases, Form 5500 filings, and other research tools rather than cold calling

High school diploma required; Bachelor’s degree preferred
2+ years of relevant experience in financial services, retirement plans, insurance, sales support, or customer service required; experience supporting advisors or relationship managers strongly preferred
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to learn and effectively use any other appropriate program or software system used by the firm as necessary

Sales Enablement Specialist

Key skills