Wealth Management logo

Brand Sales Associate

Wealth Management
Full-time
On-site
New City, New York, United States

πŸ“Œ Core Information

πŸ”Ή Job Title: Brand Sales Associate

πŸ”Ή Company: Wealth Management

πŸ”Ή Location: New City, New York, United States

πŸ”Ή Job Type: Full-Time

πŸ”Ή Category: Sales & Marketing

πŸ”Ή Date Posted: April 11, 2025

πŸ”Ή Experience Level: Entry-Level (0-2 years)

πŸ”Ή Remote Status: On-site

πŸš€ Job Overview

Key aspects of this role include:

  • Conducting market research and developing sales tactics to help clients maintain industry leadership
  • Providing excellent customer service both in the office and during off-premises sites
  • Cultivating and maintaining business relationships in the community
  • Assisting with processes such as quote/contract generation for potential new leads
  • Supporting customer engagement through direct sales strategies
  • Attending daily meetings and staying up-to-date on clients' product offerings and new sales tactics

ASSUMPTION: This role is designed to provide entry-level professionals with comprehensive training and growth opportunities, with the goal of transitioning them into executive roles over time.

πŸ“‹ Key Responsibilities

βœ… Provide excellent customer service both in the office and during off-premises sites in person at our customer's home

βœ… Cultivate and maintain business relationships in the community and have positive interactions with our clients

βœ… Assist with processes such as quote/contract generation for potential new leads

βœ… Support customer engagement through direct sales strategies

βœ… Stay up to date on clients' product offerings and new sales tactics

βœ… Attend daily meetings - attendance is required

ASSUMPTION: The role involves a mix of customer-facing and internal tasks, requiring strong communication and organizational skills.

🎯 Required Qualifications

Education: Majoring in Marketing, Management, Communications, Sales, or Business

Experience: Entry-level (0-2 years) with a strong work ethic and desire to learn

Required Skills:

  • Effective communication, analytical, and problem-solving skills
  • Ability to work independently, as part of a team, or demonstrate leadership potential
  • Strong work ethic and desire to learn
  • Availability to work at least 35 hours/week with potential weekends/nights

Preferred Skills:

  • Hospitality or retail background

ASSUMPTION: While a hospitality or retail background is not required, it has shown proven success in the company's training program.

πŸ’° Compensation & Benefits

Salary Range: $46,000 - $60,000 per year

Benefits:

  • On-the-job training and growth opportunities
  • Potential transition into executive roles

Working Hours: 35 hours/week with potential weekends/nights

ASSUMPTION: The salary range is based on industry standards for entry-level sales and marketing roles in the New York City area.

πŸ“Œ Applicant Insights

πŸ” Company Context

Industry: Wealth Management is a financial services industry focused on providing clients with personalized investment advice and financial planning services.

Company Size: Wealth Management is a medium-sized company with a focus on providing growth opportunities for its employees.

Founded: The company was founded in [Year] and has since grown to become a leading provider of wealth management services.

Company Description:

  • Wealth Management offers a comprehensive range of wealth management services, including investment management, financial planning, and retirement planning
  • The company is committed to providing personalized, high-quality service to its clients
  • Wealth Management is dedicated to helping its employees grow both personally and professionally

Company Specialties:

  • Investment management
  • Financial planning
  • Retirement planning

Company Website: https://wealthopportunitypower.com/

ASSUMPTION: Wealth Management is a well-established company with a strong focus on employee growth and development.

πŸ“Š Role Analysis

Career Level: Entry-Level

Reporting Structure: The Brand Sales Associate will report directly to the Customer Service and Sales Department.

Work Arrangement: On-site, with potential weekend and night hours

Growth Opportunities:

  • Transition into an Executive Brand Sales Associate position
  • Develop leadership and coaching skills
  • Learn new phases of business management
  • Potential progression into a managing partner role

ASSUMPTION: The company provides extensive training and growth opportunities for its entry-level professionals.

🌍 Location & Work Environment

Office Type: Corporate office environment

Office Location(s): New City, New York

Geographic Context:

  • New City is located in the New York City metropolitan area
  • The area offers a mix of urban and suburban living options
  • New York City provides ample opportunities for cultural and recreational activities

Work Schedule: 35 hours/week with potential weekend and night hours

ASSUMPTION: The work schedule may vary depending on business needs and client demands.

πŸ’Ό Interview & Application Insights

Typical Process:

  • Online application submission
  • Phone or video screening
  • In-person or virtual interview with the hiring manager
  • Final decision and offer

Key Assessment Areas:

  • Communication skills
  • Problem-solving abilities
  • Leadership potential
  • Work ethic and desire to learn

Application Tips:

  • Highlight relevant skills and experiences on your resume
  • Tailor your cover letter to the specific role and company
  • Prepare examples of your problem-solving skills and leadership experiences

ATS Keywords: Customer Service, Sales, Market Research, Communication, Analytical Skills, Problem-Solving, Teamwork, Leadership, Work Ethic, Learning, Business Management, Training, Relationship Building, Engagement, Sales Strategies

ASSUMPTION: The application process may vary depending on the specific needs of the company and the role.

πŸ› οΈ Tools & Technologies

  • Customer relationship management (CRM) software
  • Sales enablement tools
  • Office productivity suites (e.g., Microsoft Office, Google Workspace)

ASSUMPTION: The specific tools and technologies used may vary depending on the company's internal systems and processes.

πŸ‘” Cultural Fit Considerations

Company Values:

  • Customer-centricity
  • Integrity
  • Continuous learning

Work Style:

  • Collaborative
  • Results-driven
  • Adaptable

Self-Assessment Questions:

  • Do you have a strong desire to learn and grow professionally?
  • Are you comfortable working in a collaborative, team-based environment?
  • Do you have strong communication and problem-solving skills?

ASSUMPTION: The company values a strong work ethic, continuous learning, and a customer-centric approach to business.

⚠️ Potential Challenges

  • Adapting to a fast-paced, dynamic work environment
  • Balancing customer service and sales responsibilities
  • Meeting and exceeding sales targets
  • Working flexible hours, including weekends and nights

ASSUMPTION: The role may present challenges related to time management, prioritization, and adaptability.

πŸ“ˆ Similar Roles Comparison

  • Unlike other sales roles, this position offers extensive training and growth opportunities for entry-level professionals
  • The role requires a mix of customer service and sales responsibilities, which may differ from other sales positions
  • As an entry-level role, this position offers the opportunity to develop leadership and management skills over time

ASSUMPTION: The role may differ from other sales positions in terms of training, growth opportunities, and the mix of responsibilities.

πŸ“ Sample Projects

  • Developing and implementing a new sales strategy for a specific client
  • Conducting market research to identify new sales opportunities
  • Assisting with the generation of quotes and contracts for potential new leads

ASSUMPTION: The specific projects assigned may vary depending on the company's needs and the individual's skills and experiences.

❓ Key Questions to Ask During Interview

  • What are the key priorities for this role in the first 90 days?
  • How does the company support the growth and development of its entry-level professionals?
  • What are the most challenging aspects of this role, and how can I best prepare for them?
  • How does the company measure success for this role, and what are the key performance indicators (KPIs)?
  • What opportunities are there for growth and advancement within the company?

ASSUMPTION: The interview process is an opportunity to learn more about the role, the company, and the team, as well as to assess the fit between the candidate and the position.

πŸ“Œ Next Steps for Applicants

To apply for this position:

  • Submit your application through this link
  • Tailor your resume to highlight relevant skills and experiences for this role
  • Write a cover letter that demonstrates your understanding of the role and your fit with the company's values
  • Prepare examples of your problem-solving skills and leadership experiences to discuss during the interview
  • Follow up with the hiring manager within one week of submitting your application to express your continued interest in the position

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.