Sales Enablement Specialist - The Baldwin Group Financial Services
Core
Support partner-level financial advisors in generating new sales opportunities for retirement plans and wealth management services through pipeline management, content creation, and client coordination.
Role type
Sales Enablement Specialist
Builds
Retirement plan and wealth management sales pipelines and client-facing materials
Domain
Financial Services / Retirement Planning
Deliverable
product features
Required skills
Pipeline management, CRM proficiency, content creation, calendar coordination, data integrity, lead identification, compliance adherence
Preferred skills
Financial services experience, retirement plan knowledge, Microsoft Office Suite
Technologies
Salesforce, HubSpot, ZoomInfo, Stratus, Microsoft Office Suite
Responsibilities
Manage detailed sales pipelines and update opportunity stages; Identify new leads using internal data and external databases; Create client-facing presentations and marketing content; Coordinate client meetings, webinars, and events; Perform accurate data entry in firm systems; Summarize key findings for advisor-ready materials
Seniority
Individual Contributor, mid-level support role