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.