Sales Specialist – Financial Services

Job overview

The Sales Specialist – Financial Services role is onsite in Williamston, MI. Compensation is not specified. The position supports growth for CG Financial Services, a wealth management firm. The role helps generate and manage prospect opportunities through educational events, advisor sales support, and CRM-based follow-up. It contributes to business development by building prospect relationships, tracking pipeline activity, and improving event and sales processes.

What you'll do

• Coordinate and host educational and marketing seminars
• engage prospects and arrange follow-up meetings
• track event outcomes
• maintain CRM records and manage lead qualification, follow-up, and advisor handoffs
• support sales materials, workflows, and growth projects.

What we're looking for

Skills & competencies

sales specialist

financial services

wealth management

event marketing

seminar coordination

crm

salesforce

pipeline management

prospect engagement

advisor support

williamston mi

cg financial services

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off
• Safe Harbor 401(k) and discretionary profit sharing
• health, life, and ancillary insurance
• free financial planning for employees
• volunteer and community outreach opportunities.

Why this role

Non-advisory, non-licensed role focused on organic growth; financial services experience is preferred but not required.

About the employer

CG Financial Services is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.