Job Description
Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, is a recognized leader in Business Insurance, dedicated to providing tailored solutions for risk and workforce challenges. The Sales Assistant role is focused on delivering comprehensive administrative and client service support to the sales team, ensuring effective execution of sales activities and enhancing client experiences.
Responsibilities
- Support the sales team in preparing presentations, proposals, quotes, and meeting materials
- Maintain accurate and up-to-date CRM records, including client details and pipeline activity
- Coordinate meetings, calls, and follow-up actions to ensure timely communication
- Track proposal deadlines, RFP requirements, and other time-sensitive deliverables
- Serve as a point of contact for client inquiries, ensuring timely and professional responses
- Support client onboarding by preparing required documentation and coordinating internal hand-offs
- Collect and organize client information and documentation for proposals, renewals, and ongoing support
- Organize and maintain digital files, templates, and sales resources
- Prepare and distribute regular sales activity reports and performance metrics
- Coordinate logistics for sales meetings, client visits, and events
- Assist with expense reporting and travel coordination as needed
- Partner with Marketing to support campaigns, collateral, and sales initiatives
- Collaborate with Operations, Finance, and Client Services to support sales and client needs
- Participate in team meetings and contribute to process improvements and operational efficiencies
Skills
- High school diploma required; bachelor's preferred
- 1–3 years of administrative or sales support experience
- Strong organizational skills
- Excellent verbal and written communication
- Ability to manage multiple priorities
- Professional, proactive, and customer-focused mindset
- Team-oriented and collaborative
- Reliable, accountable, and deadline-driven
- Professionalism with confidential information
- Desire to support business growth
- Experience with CRM platforms preferred
- Experience in professional services, insurance, or financial services is a plus
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Company Overview
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