Executive Sales Assistant

Position Overview

Title: Executive Sales Assistant
Reports To: COO
Compensation: Market Competitive, Commensurate with experience
Job Classification: Full-time Employee, Exempt
Benefits: Full Total Rewards Package
Work Location: Guilford, CT 06437
Travel: No travel is required
Requirements: Criminal Background Check required
Start Date: ASAP

Full Position Profile link:
https://proforceco.com/wp-content/uploads/2024/07/Agemy-Financial-Strategies-Executive-Sales-Assistant-Position-Profile-v1.03.pdf

Position Purpose

Executive Sales Assistant will be multifaceted role involving marketing support, public relations, event management, and administrative tasks. Key responsibilities include managing radio show content, coordinating PR campaigns, organizing events, and providing administrative support.

The ideal candidate must have strong organizational, communication, and problem-solving skills, along with proficiency in Microsoft Office and CRM software. If you're detail-oriented, a team player, and thrive in a dynamic environment, we invite you to apply.

About Agemy Financial Strategies

Our firm exists for the purpose of helping people achieve their personal and financial goals. Our philosophy is to deliver quality financial programs and teach principles for successful living.

We specialize in conservative retirement strategies with the goal of minimizing our client’s risk with an effective return. Our core objective is to satisfy our client’s needs… We listen.

A customized approach is used with each individual situation. There are no preconceived ideas as each person has very different needs, backgrounds, and circumstances. Being sensitive to each person’s situations, issues and concerns is a core value of our organization… We partner.

We aim to use a servant’s attitude to develop long-term relationships as we strive to treat others as we would like to be treated… We care.

Agemy’s Total Rewards, Benefits, and Perks

Agemy’s Total Rewards and Compensation program clearly demonstrates a commitment to providing support and assistance in all stages of your life. Agemy Financial Strategies is committed to supporting the health and well- being of its employees.

Agemy’s Total Rewards package for all employees in this position includes,

• Financial Benefits
• Medical, Dental, and Vision Insurance
• Basic Life Insurance and AD&D
• Voluntary Life Insurance and AD&D
• Short-Term & Long-Term Disability
• Retirement Savings Plan
• Workers’ Compensation Insurance
• Professional Growth and Development
• And More Benefits!

Financial Benefits

Competitive Wage and Salary Policy

Agemy Financial Strategies has developed policies and procedures to ensure wages and salaries are competitive and able to attract and retain the best-qualified people. Our Competitive Pay Scale is based on position and experience.

Paid Holidays

The Company provides paid time off for six (6) major holidays. Whenever one of these holidays falls on or is observed by the federal government on a Monday, Tuesday, Wednesday, Thursday, or Friday.

• New Year's Day - January 1st
• Memorial Day - the last Monday in May
• Independence Day - July 4th
• Labor Day -- the first Monday in September
• Thanksgiving - the fourth Thursday in November
• Christmas Day - December 25th

Retirement Savings Plan

A retirement plan is available after one year of employment for those permanent employees (regardless of whether they are full-time or part-time employees) who require it and who meet the criteria for participation in it.

Performance-Based Financial Incentives

Financial Performance Incentives

Occasional bonuses may be added to team members' pay, depending upon the individual member's quality of work and job performance, and upon the performance of the Company.

More Financial Incentives

At Agemy, there is no shortage of opportunities to increase income, for example,

• Random cash bonuses
• Personal incentives for productivity
• Cash bonuses for reaching goals
• Profit sharing for employees
• $100 annual tax preparation credit for team members
• Heavy discount on Will and Trust preparation for Agemy team members
• Minimal, if any, management fees on team member’s investments
• Financial bonus for referring people who become clients

Medical, Dental, and Vision Insurance Benefits

• Medical Insurance Benefits. Medical insurance will be made available for those team members who require it and who meet the criteria for its issuance. Those members should consult Andrew for details regarding availability in their particular circumstances.
• Dental Insurance Benefits. An employer-paid dental insurance plan from a nationally recognized carrier is available to all eligible employees.
• Vision Insurance Benefits. A voluntary vision insurance plan from a nationally recognized carrier is available to all eligible employees.
• Voluntary Supplemental Term Life Insurance
• Employer-paid Short-Term Disability Insurance
• Employer-paid Long-Term Disability Insurance
• Employer-paid $50,000 in Group Term Life Insurance Coverage

Work Life Balance Benefits

Personal Time Off

Personal time is allowed based on years of service and hours worked, as shown in individual contracts of employment. It may accumulate from one calendar year to the next.

Workers’ Compensation

The Company subscribes to Workers’ Compensation insurance. Employees receive information regarding the Employee Notice of Network Requirements during New Hire Orientation.

More Work Life Balance Benefits

Agemy is always looking for additional rewards and opportunities to recognize team members and incentivize health and performance, for example,

• Random bonuses of time off
• Five-year anniversary awards
• Team activities, e.g., escape room team event, team lunches, etc.

Intangible / Emotional Rewards (the really cool stuff)

Intangible rewards can only be delivered by a company and leaders who care. Intangible rewards at Woodmont Cabinetry include praise, awards, honors, recognition, inclusion, etc. We take this seriously – here is how seriously and what else you can expect:

• Healthy Leadership Team
• Strong Corporate Culture
• Performance Recognition
• Caring, Qualified Colleagues and Leaders
• Cross-training Opportunities
• Servant Leadership Management Model
• Faith-Based Culture
• Career Advancement Possibilities
• Career Stability in an Established Organization
• And Great People!!

Even More Perks…

• Celebration of team member’s birthdays with lunch and gift
• Celebration of team member’s anniversaries with lunch and gift
• Annual team Christmas party
• Free coffee, tea, hot chocolate, and ice in the office.
• An office kitchen and kitchenette is available with refrigerator, microwave, etc.
• A large team room is available for lunch, etc.
• Agemy-paid lunches when interviewing team member candidates
• And if you have some more good ideas, we want to hear them!

Whatever you do, work at it with all your heart, as working for the Lord, not for men, because you know that you will receive an inheritance from the Lord as a reward. It is the Lord Christ whom you are serving. Colossians 3:23-24

Duties and Responsibilities

Key Responsibilities

MARKETING SUPPORT

• Follow up on the radio show, including managing YouTube content, whitepapers, online files, podcasts, production communication, and retail input checks.
• Serve in a support role for all Sales and Marketing initiatives/projects in business development, proposal preparation, contract negotiations and maintain required documentation related to the contract terms and conditions.
• Maintain Business Certification and Licensing Requirements.
• Maintain follow-up on client contacts; prospective client inquiries.
• Handle responses to correspondence and publication requests.
• Support the corporate responses to referrals.
• Participate in preparation of all proposals for prospective clients.
• Ensure executive proposals and responses are completed and submitted in a timely manner.
• Support coordination of event planning.

PUBLIC RELATIONS

• Answer phones and provide excellent customer service.
• Initiate and plan PR campaigns: defining goals; analyzing problems and opportunities; liaising with management and clients (internal and external):
• Writing and editing press releases, newsletters, speeches, articles, and annual reports;
• Answering enquiries from individuals, journalist, and other organizations.
• Preparing the production of publicity brochures, handouts, direct mail outs and sales material.
• Using corporate advertising to maintain an organization’s identity, name, and reputation.

EVENT MANAGEMENT

• Identifies, solicits, and arranges various engagements for events and professional meetings and special events of various sizes
• Conduct post speaking engagement evaluations to determine effectiveness meeting objectives and develop action plans regarding future potential of speaking engagements
• Responsible for the maintaining promotional materials including the vendor display booth
• Coordinates participation of other personnel
• Responsible for maintaining and coordinating presentation and trade show events with all necessary Company personnel
• Serves as liaison between speaking event organizers, and management with regards to all facets of the programs and events
• Assist in special projects and additional duties as assigned.

ADMINISTRATIVE

• Handle client emails, follow-ups, and email management.
• Perform administrative functions such as preparing internal and external correspondence, preparing presentations
• Organization and preparation of all business and office correspondence
• Provide high-level administrative support by conducting research, preparing statistical reports, handling information requests
• Maintain follow-up; organize files so information is readily available; prepare file directories
• Serve as needed as a backup at reception desk
• Prepare minutes of meetings and conference calls as needed
• Handle logistics and prepare materials for conference calls and meetings/events
• Development and implementation of revised record keeping system and procedures
• Coordination of company-related events including meetings, product shows, company events, etc.

OTHER KEY PERFORMANCE OBJECTIVES

• Achievement of weekly, monthly, and quarterly goals
• Compliance with internal and client policies and procedures
• Compliance with applicable Federal, state, local and industry-specific regulatory requirements
• Complete, accurate and timely maintenance of data to support analytics and timely reporting consistent with the duties and responsibilities outlined above

Required Qualifications

BACKGROUND CLEARANCE REQUIREMENTS

• Must pass pre-employment drug test, background check and pass security screening as required.

KNOWLEDGE REQUIREMENTS

• Knowledge and efficient usage of CRM software.
• Must be able to pass annual background checks and submit to random drug testing.
• Understanding of compliance regulations in the financial industry

EDUCATION AND EXPERIENCE

• Associate degree or higher or work experience equivalent
• Must have at least 10 years of experience as an Sales or Sales Assistant
• Extensive experience in coordinating, planning, and supporting daily operational and administrative function

TECHNICAL SKILLS AND ABILITIES

• To perform this job successfully, an individual should have an accomplished knowledge of Microsoft Office (e.g., MS Word, Excel, PowerPoint, Outlook), and Microsoft Teams, Box and CRM
• Must be a quick learner of new applications, processes, and strategic business areas

LANGUAGE AND COMMUNICATION SKILLS

• Must have strong communication skills both written and verbal
• Must have articulate, grammatically- and syntactically correct, written and verbal business-level communication capabilities.
• Must be detail oriented and the ability to proof read.

REQUIRED PROFESSIONAL SKILLS

• Must be highly qualified to multi-task with good organizational skills
• Requires strong problem-solving skills
• Must be able to understand business problems from varying perspectives
• Be a team player and maintain good interpersonal relationships
• Must be able to develop and manage effective business relationships
• Must be able to work independently with minimal supervision and take ownership of tasks or projects
• Must be able to handle highly confidential information on a daily basis
• Ability to function independently and rely on experience and judgment to plan and accomplish assigned tasks and goals.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Mental stamina for problem-solving and prioritizing multiple tasks.
• Ability to prioritize and manage multiple projects simultaneously and follow through on issues in a timely manner.

Job Type: Full-time

Pay: $80,000.00 - $115,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person