Econologics Financial Advisors

Expanding fast - Looking for a dedicated

Sales Assistant
Largo, FL 

We are looking for a great sales assistant who will work with our warm leads to help us increase our new client base through appointment setting, follow-up calls and administrative support to our sales team.

• Schedule warm leads for sales calls
• Provide administrative support for sales activities
• This position is NOT selling insurance or investments

This position offers potential for a career path in sales or advisory services for those who qualify.

Planned Salary and Other Compensations:

Compensation: We offer a yearly base salary of $42,000 - $45,000 plus commissions – which could add $3000 - $5000 to your yearly income. Additional benefits include:

• Health,
• Dental,
• Vision,
• Life insurance,
• PTO and
• An employer-sponsored retirement plan for qualified employees.

Training: Econologics Financial Advisors will provide you with the training and support you need to do your job.  We have a sales system in place to help you work with our leads and be successful on your post.  We also have a marketing and promotion system in place to help drive in leads to keep you busy!

About us
We are an expanding company that is looking to add to our growing team. We provide financial planning services to private practice owners throughout the US (including investment and insurance products and services).

Our location: 2401 West Bay Drive, Suite 603 Largo, FL 33770 www.econologicsfinancialadvisors.com

Your Mission:

Our Sales team is dedicated to generating new clients for our company by selling our financial plan service to qualified individuals. As our Sales Assistant, you’ll work with our Sales team to manage warm leads and newly acquired clients by providing support and administrative assistance during the sales process.

This includes booking and confirming sales appointments, assisting the Sales leads as needed to keep them engaged and moving along with the sales process, ensuring the sales administration is complete and introducing new clients to their advisory team.

There is also opportunity for travel to live events to assist with booth management. You do not need to be licensed and will not be selling or recommending insurance or investment products.  There is potential for a career path in sales or advisory services.

NOTE: This is an “in-office” position. But from time to time, you may also participate in live conferences that EFA attends to generate leads, which may include travel.

Some required or desired qualifications:

• At least 1 year of experience in working with warm leads with a successful track record
• At least 1 year of experience with office administration and client servicing
• Experience with and ability to operate Salesforce or similar CRM, including basic data entry functions as well as sales support functions
• Experience and success with making out-bound phone calls to sales leads and scheduling appointments.
• Good typing and computer skills including programs such as Microsoft Office (Word, Excel and Power Point)

Some needed skills and abilities:

• Appointment setting and excellent communication and phone skills
• Good attitude and desire to help, friendly and outgoing
• Ability to manage project deadlines and keep sales data organized and coordinated
• Good ability to keep accurate records and notes to track the sales cycle
• Multi-tasking and time management
• High care and interest in helping our public and our team succeed

• Ability to tolerate a fast-paced environment
• Able to travel to live events and man company booth

Education and Experience:

• High School Diploma or Equivalent
• Database management and credit card processing
• Office administration skills
• Basic sales training

Thank you for applying with us through the link below.