Wealth Management logo

Junior Sales & Marketing Assistant

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

πŸ“Œ Core Information

πŸ”Ή Job Title: Junior Sales & Marketing Assistant

πŸ”Ή Company: Wealth Management

πŸ”Ή Location: Lower East Side, NY

πŸ”Ή Job Type: Full-Time

πŸ”Ή Category: Sales & Marketing

πŸ”Ή Date Posted: April 11, 2025

πŸ”Ή Experience Level: 2-5 years

πŸ”Ή Remote Status: On-site

πŸš€ Job Overview

Key aspects of this role include:

  • Conducting one-on-one sales interactions with customers
  • Learning and presenting products and services
  • Organizing market research and collaborating with teams
  • Hosting presentations and supporting promotional activities

ASSUMPTION: This role requires strong communication skills, adaptability, and a passion for sales and marketing. It's ideal for a motivated self-starter eager to learn and grow.

πŸ“‹ Key Responsibilities

βœ… Conducting one-on-one sales-based interactions with customers

βœ… Learning and presenting products and services to customers

βœ… Organizing market research and collaborating with teams

βœ… Building and maintaining customer relationships

βœ… Approaching customers in a friendly manner and presenting product value

βœ… Collaborating with departments to support and create solutions

βœ… Organizing and hosting customer presentations

βœ… Assisting with promotional activities during training hours

ASSUMPTION: This role involves a high degree of customer interaction, requiring excellent communication skills and a solution-oriented mindset.

🎯 Required Qualifications

Education: Associate's or Bachelor's degree in a related field

Experience: At least 2 years in a customer-facing, sales, or marketing role

Required Skills:

  • Confident presentation/public speaking skills
  • Adaptable, creative, and quick thinker
  • Excellent communication skills
  • Solution-oriented and motivated by problem-solving
  • Team player with ability to work independently
  • Able to make timely decisions and stick to deadlines
  • Ambitious and goal-oriented

Preferred Skills:

  • Charity or volunteer work experience
  • Willingness to learn and adapt quickly

ASSUMPTION: Candidates should have a strong academic background and relevant work experience. A winning mentality and passion for learning are crucial for success in this role.

πŸ’° Compensation & Benefits

Salary Range: $38,000 - $48,000 per year (based on industry standards for this role and location)

Benefits:

  • Health, dental, and vision insurance
  • 401(k) plan with company match
  • Paid time off (vacation, sick, and holidays)
  • Employee discounts on products and services

Working Hours: 40 hours per week, Monday through Friday, with occasional evening and weekend events

ASSUMPTION: The salary range is based on industry standards for this role and location. Benefits may vary based on company policy and employee eligibility.

πŸ“Œ Applicant Insights

πŸ” Company Context

Industry: Wealth Management is a premier sales and marketing firm that has been rapidly growing due to its exceptional team.

Company Size: Medium-sized (101-500 employees)

Founded: 2021

Company Description:

  • Premier sales and marketing firm
  • Focused on customer satisfaction and organic growth
  • Merit-based company where employees control their career growth

Company Specialties:

  • Sales and marketing
  • Customer relationship management
  • Market research and analysis

Company Website: https://wealthopportunitypower.com/

ASSUMPTION: Wealth Management is a growing company that values its employees and provides opportunities for professional growth.

πŸ“Š Role Analysis

Career Level: Entry-level to mid-level

Reporting Structure: Reports directly to the Operations Manager

Work Arrangement: On-site, full-time

Growth Opportunities:

  • Advancement to Senior Sales & Marketing Assistant
  • Potential career progression to Operations Manager or other leadership roles
  • Opportunities to learn and grow within the company

ASSUMPTION: This role offers significant growth opportunities for motivated individuals eager to learn and excel in sales and marketing.

🌍 Location & Work Environment

Office Type: Modern, collaborative office space

Office Location(s): Lower East Side, NY

Geographic Context:

  • Vibrant and diverse neighborhood with easy access to public transportation
  • Close to numerous restaurants, shops, and cultural attractions
  • Convenient location for commuting from various parts of the city

Work Schedule: Monday through Friday, 9:00 AM to 5:00 PM, with occasional evening and weekend events

ASSUMPTION: The office environment is collaborative and supportive, with a strong emphasis on teamwork and customer satisfaction.

πŸ’Ό Interview & Application Insights

Typical Process:

  • Online application submission
  • Phone or video screening
  • In-person or virtual interview with the Operations Manager
  • Final interview with the Hiring Manager

Key Assessment Areas:

  • Communication skills
  • Problem-solving abilities
  • Adaptability and creativity
  • Motivation and goal orientation

Application Tips:

  • Tailor your resume to highlight relevant skills and experiences
  • Prepare examples of successful sales or marketing initiatives you've led
  • Demonstrate your passion for sales and marketing during the interview

ATS Keywords: Sales, Marketing, Customer Interaction, Product Presentation, Market Research, Team Collaboration, Problem-Solving, Goal-Oriented

ASSUMPTION: The application process may vary based on the company's current hiring needs and the number of applicants.

πŸ› οΈ Tools & Technologies

  • Customer Relationship Management (CRM) software
  • Marketing automation tools
  • Presentation software (e.g., PowerPoint, Google Slides)

ASSUMPTION: The specific tools and technologies used may vary based on the company's current tech stack and the needs of the role.

πŸ‘” Cultural Fit Considerations

Company Values:

  • Customer-centric
  • Merit-based growth
  • Collaboration and teamwork

Work Style:

  • Fast-paced and dynamic
  • Results-driven and goal-oriented
  • Adaptable and creative

Self-Assessment Questions:

  • Do you thrive in a fast-paced, customer-facing environment?
  • Are you motivated by achieving sales and marketing goals?
  • Can you work collaboratively with a team while also driving individual results?

ASSUMPTION: Wealth Management values employees who are passionate about sales and marketing, adaptable, and committed to customer satisfaction.

⚠️ Potential Challenges

  • Handling rejection from customers
  • Meeting sales targets and deadlines
  • Adapting to a fast-paced, dynamic work environment
  • Balancing customer interactions with market research and promotional activities

ASSUMPTION: These challenges can be overcome with strong communication skills, resilience, and a commitment to continuous learning and improvement.

πŸ“ˆ Similar Roles Comparison

  • Junior Sales & Marketing Assistant vs. Sales Development Representative (SDR): Both roles focus on customer interactions and sales, but the SDR role may have more focus on lead generation and qualification.
  • Junior Sales & Marketing Assistant vs. Marketing Coordinator: While both roles involve marketing activities, the Marketing Coordinator role may have more focus on campaign management and less on customer interactions.
  • Career path: Junior Sales & Marketing Assistant β†’ Senior Sales & Marketing Assistant β†’ Operations Manager β†’ Director of Sales & Marketing

ASSUMPTION: The specific career path may vary based on individual performance, company growth, and available opportunities.

πŸ“ Sample Projects

  • Developing and presenting a marketing campaign to increase customer engagement
  • Conducting market research to identify new sales opportunities
  • Collaborating with the team to create and execute a customer appreciation event

ASSUMPTION: These sample projects are intended to illustrate the types of tasks and responsibilities associated with this role. Actual projects may vary based on company needs and priorities.

❓ Key Questions to Ask During Interview

  • What are the most challenging aspects of this role, and how can I best prepare for them?
  • How does the company support the professional growth and development of its employees?
  • What are the key priorities for this role in the first 90 days?
  • How does the company measure success for this role, and what metrics will I be expected to track?
  • What is the company's approach to work-life balance, and how is it supported in this role?

ASSUMPTION: These interview questions are designed to help applicants better understand the role, the company culture, and the expectations for success.

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, such as customer interaction, sales, and marketing
  • Prepare examples of successful sales or marketing initiatives you've led or contributed to
  • Follow up with the hiring manager within one week of submitting your application

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