CG Financial Services · 1 day ago
Sales Specialist - Financial Services
Williamston,MI,US
Full-time
Onsite
Entry, Mid Level
2+ years expCG Financial Services is a wealth management firm seeking a high-energy, client-focused Sales Specialist to support and accelerate growth. This role involves coordinating educational seminars, managing CRM-driven sales processes, and supporting sales initiatives to enhance advisor productivity and client engagement.
Financial ServicesReal Estate
Responsibilities
Coordinate and execute educational and marketing seminars designed to attract qualified wealth management prospects
Partner with external marketing firms and internal stakeholders to: Drive targeted attendance Ensure message alignment and event readiness
Attend, co-host, or host events, serving as a front-line representative of the firm
Engage attendees before, during, and after events with the goal of: Building rapport and trust Securing follow-up meetings and discovery appointments
Track event performance and outcomes (attendance, appointments set, conversion metrics) Provide insights and recommendations to improve the efficiency of business development initiatives
Maintain accurate and up-to-date records in the firm’s CRM (e.g., Salesforce or similar)
Navigate prospects through a defined sales and nurturing process, including: Lead qualification Follow-up cadence Status tracking and handoffs to advisors
Leverage digital marketing tools and automation to support prospect engagement
Provide visibility into pipeline health, follow-up activity, and conversion trends
Assist with sales initiatives that improve advisor productivity and prospect experience
Support development of sales materials, event workflows, and follow-up processes
Collaborate with marketing, advisors, and leadership on special projects related to growth
Continuously identify opportunities to improve efficiency, consistency, and prospect experience
Qualification
Required
2–5+ years in sales support, business development, client engagement, or marketing roles (financial services experience preferred, not required)
Comfortable interacting with high-net-worth or professional audiences
Strong working knowledge of CRMs (Salesforce or similar) and pipeline management
Organized, detail-oriented, and able to manage multiple initiatives simultaneously
Excellent verbal and written communication skills
Confident, personable, and naturally relationship-driven
Ability to create engaging marketing content using contemporary design tools such as Canva, Adobe Creative Suite, or similar platforms, to support seminars, campaigns, and prospect outreach
Excels in an entrepreneurial environment where speed matters, processes are continuously refined, and not every answer is known in advance
Proactive self-starter who thrives in a growth-oriented environment
Comfortable operating in a fast-paced environment with evolving priorities, sometimes incomplete information and the need for proactive decision making
Curious, coachable, and eager to learn wealth management concepts
Takes pride in representing a professional brand at live events
Company
CG Financial Services
CG Financial Services is a financial services company offering estate planning, investments, and portfolio management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Adam Lesperance, CFP®, ChFC®, AIF®
Partner & Senior Financial Advisor
Dave Robinson The Family CFO
Partner
Company data provided by crunchbase