Sales Enablement Specialist
The Baldwin Group
full-time
Posted on:
Location Type: Hybrid
Location: Bethesda • Florida • Maryland • United States
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Salary
💰 $66,500 per year
About the role
- Support 4–5 partner financial advisors with day-to-day sales enablement, client service coordination, and follow-up activities across retirement plan and wealth management relationships
- Act as a central point of coordination for tasks, deadlines, and documentation among advisors, internal teams, and external partners
- Maintain and manage detailed pipelines of retirement plan and financial services opportunities, documenting meaningful activity and tracking results throughout the longer sales cycle
- Regularly update opportunity stages, next steps, and probability/forecast fields so advisors have a clear, real-time view of their books of business
- Identify new leads that fit the target retirement plan and financial services prospect profile, leveraging internal data, external databases, Form 5500 filings, and other research tools rather than cold calling
Requirements
- High school diploma required; Bachelor’s degree preferred
- 2+ years of relevant experience in financial services, retirement plans, insurance, sales support, or customer service required; experience supporting advisors or relationship managers strongly preferred
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to learn and effectively use any other appropriate program or software system used by the firm as necessary
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales enablementclient service coordinationpipeline managementopportunity trackinglead identificationdata analysisdocumentation management
Soft Skills
coordinationcommunicationorganizational skillsattention to detail