Sales Support

Robert Half • West Hartford, CT • 3h ago

Description We are looking for a motivated and detail-oriented individual to join our Sales Support team in West Hartford, Connecticut. In this contract role, you will play a critical part in assisting financial representatives with operational tasks and client-focused initiatives to ensure their success in meeting business objectives. This position requires strong organizational skills, excellent communication abilities, and a commitment to providing high-quality support within the financial services industry.

Responsibilities:

Assist financial representatives with maintaining compliant client files and ensuring all correspondence is appropriately managed.

Coordinate the preparation of sales materials, meeting kits, and pre-sale packages to support client interactions.

Conduct regular one-on-one meetings with financial representatives to review progress and provide guidance.

Oversee the underwriting process, including application submission, scheduling medical exams, and monitoring case statuses.

Support investment account setup, funds disbursement, and account transfers while ensuring accuracy and compliance.

Facilitate marketing activities, including the creation of detail-oriented profiles, business cards, and email signatures.

Collaborate with teams to develop comprehensive financial plans tailored to client needs and life stages.

Manage client communications and ensure timely responses to inquiries and service requests.

Provide coaching and guidance to financial representatives to enhance productivity and time management.

Participate in team meetings to share insights and improve office-wide processes. Requirements - Proven experience in sales support, customer relationship management, or a related field.

Strong analytical and problem-solving skills with the ability to assess financial situations and portfolios.

Excellent written and verbal communication skills, enabling effective collaboration with team members and clients.

High attention to detail and accuracy, especially in fast-paced environments.

Proficiency in managing operational tasks such as order entry, inbound/outbound sales, and post-sales support.

Commitment to ongoing development, including obtaining relevant licenses and certifications.

Ability to work independently while contributing to team goals.

Familiarity with financial services operations and compliance requirements is highly desirable. TalentMatch®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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