Sales Assistant

Job Description

Job Description

Sales Assistant / Sales Support Specialist (In-Office – Cherry Hill, NJ)

Location: Cherry Hill, NJ
Position Type: Full-Time | In-Office

About Us

We are a growing financial services firm specializing in benefits and wealth solutions for real estate professionals. Our team partners closely with brokerages and agents to deliver high-impact programs that support financial stability and long-term growth.

We are looking for a highly organized, outgoing, and detail-oriented Sales Coordinator to support our sales leadership and field team. This role is critical in ensuring that leads are followed up on, opportunities are not missed, and our sales process runs smoothly.

Position Overview

This is not a sales role , but it is a highly proactive support role . You will work closely with our sales leader and field representatives to:

• Ensure leads are being worked
• Follow up consistently with clients and internal team members
• Track activity and maintain accurate reporting

The ideal candidate is professional, persistent, and comfortable holding others accountable to keep deals moving forward.

Key Responsibilities

• Follow up with prospective and existing clients after meetings, seminars, and outreach campaigns
• Proactively communicate with sales reps to ensure leads are being worked and updated
• Track and manage sales activity, ensuring no opportunities fall through the cracks
• Enter, update, and maintain lead and client data in CRM systems
• Generate and maintain weekly/monthly reports on:
• Lead status
• Sales activity
• Program participation
• Identify gaps in follow-up and escalate as needed
• Support sales leadership with pipeline visibility and organization

What We’re Looking For

• Outgoing, professional, and confident communicator
• Strong follow-up skills with the ability to be politely persistent
• Highly detail-oriented and organized
• Comfortable working in a fast-paced, team-oriented environment
• Ability to manage multiple priorities and stay on top of deadlines
• Proactive mindset—takes initiative rather than waiting for direction

Qualifications

• Proficiency in Microsoft Word, Excel, and PowerPoint
• Experience with Salesforce or other CRM systems is a plus
• Prior experience in sales support, coordination, or administrative roles preferred
• Background or exposure to financial services is a plus

Why This Role Matters

This position plays a key role in supporting our sales team’s success by ensuring strong follow-through, accurate tracking, and a seamless client experience. Your ability to stay organized and keep others accountable will directly impact the growth of the business.

If you’re someone who enjoys staying organized, following up, and making sure nothing slips through the cracks, we’d love to hear from you.