Wealth Retail Business Sales Specialist
Job in
Newton, Middlesex County, Massachusetts, 02165, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Sales
Job Description & How to Apply Below
- Serve as the operational engine behind retail wealth distribution
- Partner with external and internal wholesalers
- Manage inbound advisor inquiries and follow-ups
- Maintain accurate Salesforce documentation
- Support logistical needs for meetings and events
- Experience in retail sales or financial services
- Proficiency in Salesforce
- Excellent customer service skills
- Strong organizational abilities
- Ability to work in a fast-paced environment
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