Job Title: Sales Assistant
Company: Susan Danzig, LLC
Business Development Coaching for Financial Advisors
About Us: Susan Danzig, LLC, a leading business development coaching company, specializes in supporting the growth and success of financial advisors. We focus on brand refinement, messaging, and strategic marketing and sales to enhance business growth. As a company, we pride ourselves on fostering a welcoming, supportive, and inclusive work environment where employees thrive and enjoy helping our clients achieve their goals.
Position Overview: We are seeking a proactive Sales Assistant with exceptional organizational, communication, follow-up, and sales skills. This role will play a pivotal part in supporting sales and marketing efforts to attract, engage, and convert prospects into long-term clients. The position is virtual and supports the dynamic work of Susan Danzig, CEO of Susan Danzig, LLC.
Key Responsibilities:
· Sales Support:
o Actively follow up with prospects and sales leads generated through various channels, including email and LinkedIn outreach.
o Coordinate prospect scheduling and ensure timely communication to move leads through the sales pipeline.
o Support prospecting efforts by researching potential clients and strategic partners.
o Utilize GoHighLevel to manage marketing campaigns, track lead engagement, and optimize conversion strategies.
Qualifications:
· Proven experience in sales roles, ideally in the financial services sector.
· Exceptional communication and relationship-building skills.
· Tech-savvy with experience in GoHighLevel for marketing automation and CRM management.
· A self-starter with a positive, proactive attitude and a strong work ethic.
Job Details:
· Schedule: Part-Time to start
· Hours: 3-5 hours per week to start.
· Location: Virtual (supporting a Moraga, California-based team).
Preferred Experience:
· Familiarity with financial services or similar industries.
· Experience in sales and pipeline management, particularly using GoHighLevel.
How to Apply: If you are an organized, sales-driven professional with a passion for supporting business growth, we’d love to hear from you. Submit your resume and a brief cover letter detailing your experience and why you’re the perfect fit for this role.