Sales & Client Engagement Assistant
Columbus, Ohio, United States or New York City, New York, United StatesRemoteFull Time$47,000–$57,000 yearMid LevelNot SpecifiedUnknown
Job Summary
Join NLF Partners as a Sales & Client Engagement Assistant to deepen client relationships, manage outreach and lead generation, and support administrative operations in a growing financial practice. Ideal for proactive individuals with a goal-oriented mindset and strong interpersonal skills. 2+ years experience preferred.
Required Qualifications
- 2+ years administrative experience in a professional setting, required
- 2+ years of experience in a sales, client service, or financial services support role, preferred
- Strong interpersonal and communication skills—both verbal and written
- Comfort using CRM systems, LinkedIn, and digital communication tools
Desired Qualifications
- Highly organized and able to manage multiple tasks independently
- Goal-oriented mindset with a passion for helping people
- Familiarity with financial planning, insurance, or investment services is a plus
Additional Requirements
- NLF Partners is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.