Sales Assistant - Brokers ; Remote

Employer Industry: Insurance and Financial Services Why consider this job opportunity

• Salary up to $75,000
• Opportunity for performance‑based incentives
• Competitive benefits including PTO, paid holidays, and 401(k) with match
• Focus on health and wellness programs
• Supportive People First culture emphasizing employee relationships
• Potential for professional growth within a collaborative environment

• Assist the sales team in creating presentations, proposals, quotes, and meeting materials
• Maintain accurate CRM records, tracking client details and pipeline activity
• Coordinate schedules for meetings, calls, and follow‑up actions
• Serve as a point of contact for client inquiries, ensuring timely and professional responses
• Organize and maintain digital files and prepare regular sales activity reports

• High school diploma required; bachelor’s degree preferred
• 1–3 years of administrative or sales support experience
• Experience in professional services, insurance, or financial services is a plus
• Strong organizational skills and ability to manage multiple priorities
• Excellent verbal and written communication skills

• Experience with CRM platforms
• Professional, proactive, and customer‑focused mindset
• Team‑oriented and collaborative approach
• Reliability and accountability in meeting deadlines
• Professionalism in handling confidential information

We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.