The Position

We are seeking a Sales Specialist to serve as the operational engine behind our retail wealth distribution effort. This role partners directly with external and internal wholesalers to drive day-to-day advisor engagement, inbound triage, meeting follow-up, and opportunity acceleration, ensuring financial advisors receive timely, accurate, and high-quality support across inquiries, materials, scheduling, and Salesforce documentation. 

Responsibilities 

The Sales Specialist is a professional who increases wholesaler capacity by handling day-to-day advisor engagement, triage, follow-up, inquiries, and opportunity acceleration. They own tactical execution that keeps the sales engine running while ensuring advisors receive timely, accurate, value-add responses. 

What This Role Owns 

• Inbound advisor inquiries: product questions, performance, positioning, documents, and process questions 

• Timely, accurate follow-up – “first call resolution” 

• Escalation routing to wholesalers when higher-touch engagement is needed 

• All follow-up actions from meetings, events and campaigns 

• Continuous outreach to keep opportunities warm and progressing 

• Maintain clean accurate Salesforce documentation 

• Sending the right product materials, market commentary, case studies, and product comparisons based on advisor needs 

• Customized approved content for advisor conversations (not creating new content, but tailoring within compliance) 

• Day-to-day coverage when wholesalers travel or are in meetings 

• Ensure advisors experience seamless coverage regardless of which wholesaler is available 

• Logging advisor touchpoints, sentiment, interest, and follow-up needs 

• Identifying book trends (e.g., flows, redemptions, placement changes) and surfacing actionable patterns 

• Scheduling and coordinating FA meetings on behalf of wholesalers, and serving as the administrative catch-all for day-to-day logistics that keep advisor engagement on track 

Core Responsibilities 

• Wholesaler Leverage 

• Partner closely with external and internal wholesalers to support regional sales goals 

• Prepare materials (e.g., pitchbooks, product summaries, etc.) 

• Assist internals with meeting follow up including information requests, scheduling, etc. 

• Support strategic accounts teams with home office engagement and event coordination 

• Sales Process Support 

• Handle all inbound triage related to applications, paperwork, platforms, and investment questions (within licensing and compliance boundaries) 

• Coordinate with investor services, onboarding, and operations to ensure a consistent advisor experience 

• Track tasks, timelines, and advisor commitments in salesforce 

• Assist in prioritizing advisors, wholesalers’ calendars, and follow-up lists 

• Monitor pipeline health and recommend actions to move opportunities forward 

• Support virtual roadshows, webinars, and small group advisor education sessions 

• Travel booking and expense report management including submitting, tracking, and reporting back to distributors  

• Event support including managing materials, handouts, booth set up, etc.