Sales Assistant
Current● Assist sales leaders in daily tasks including meeting scheduling, email correspondence, conference calls and more● Assist the SVP in the preparation and coordination of sales meetings● Track and update CRM databases with prospect pipeline management details● Track pipeline maintenance and management for sales team members, providing reporting and details to sales leaders● Prepare sales/marketing presentations and associated materials for internal and external meetings● Collaborate with the sales staff to ensure internal leadership asks are addressed in a timely manner● Create and handle expense report submissions● Provide phone backup support as needed to the sales team● Book business travel for sales leaders● General office support and other tasks as needed● Management of two sales leaders located on both coasts (East coast and west coast support needed)● Answer questions from brokers, groups and employees.
