Sales Team Assistants are responsible for building relationships with advisors through all steps of the onboarding / client engagement process.
Responsibilities :
- Cultivate new advisors / agent relationships
- Manage and utilize database for contact tracking
- Gain understanding of Quantum products / services and competitive landscape
- Act as Liaison between advisor and all departments within Quantum
- Coordinate conference calls and webinars and all advisor / team travel
- Assist as an admin for sales leader
Desired Skills and Experience :
- Industry experience not required
- Must be available to work in the office (not remote)
- 1-3 year Admin experience preferred, must have good attention to details
All applicants are required to take a PI Survey and are subject to a background check prior to hire. The Quantum Group is an Equal Opportunity Employer.
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Sales Team Assistants are responsible for building relationships with advisors through all steps of the onboarding/client engagement process. Coordinate conference calls and webinars and all advisor/team travel. Assist as an admin for sales leader. ...
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