Marketing & Sales Assistant

📌 Core Information

🔹 Job Title: Marketing & Sales Assistant

🔹 Company: Wealth Management

🔹 Location: Manhattan, NY

🔹 Job Type: Full-time, On-site

🔹 Category: Financial Services

🔹 Date Posted: May 7, 2025

🔹 Experience Level: Entry-level (0-2 years)

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Face-to-face sales and marketing experience
• Training and development opportunities
• Performance-based promotions and merit-based income
• Working in a smaller company with individualized development

ASSUMPTION: This role is ideal for individuals interested in building a career in sales and marketing, with a strong student mentality and self-motivation.

📋 Key Responsibilities

✅ Assist upper-level management with sales and marketing tasks

✅ Conduct responsibilities related to the sales and marketing team

✅ Follow CDC guidelines for in-person interactions and office presence

✅ Understand and provide goals for each department within sales, marketing, and customer service

✅ Provide administrative support, such as compliance or generating customer orders

✅ Conduct weekly interviews with qualified candidates and explain the role and responsibilities

✅ Express a friendly and upbeat attitude

✅ Help managers evaluate the performance of account managers

✅ Keep track of business revenue

✅ Participate in daily meetings to review company standards and targeted goals

ASSUMPTION: This role requires strong communication skills, adaptability, and attention to detail to effectively assist management and conduct team responsibilities.

🎯 Required Qualifications

Education: High school diploma or equivalent

Experience: No experience required; training provided

Required Skills:

• Empathy
• Adaptability
• Ability to use positive language
• Clear communication skills
• Accountability
• Self-control
• Active listening
• Attention to detail

Preferred Skills:

• Previous sales or marketing experience
• Bilingual or multilingual skills

ASSUMPTION: While no experience is required, candidates with previous sales or marketing experience may have an advantage in this role.

💰 Compensation & Benefits

Salary Range: $43,000 - $48,000 per year (based on industry standards for entry-level sales and marketing roles in the NYC area)

Benefits:

• Performance-based promotions and merit-based income
• Training and development opportunities
• Potential for career growth within the company

Working Hours: Full-time, Monday-Friday, 9:00 AM - 5:00 PM (with flexibility for events and meetings)

ASSUMPTION: The salary range provided is an estimate based on industry standards for entry-level sales and marketing roles in the NYC area. Actual compensation may vary based on individual performance and company policies.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, focusing on pre-retiree and retiree planning, executive compensation issues, and physician compensation issues

Company Size: Small (1 employee), allowing for individualized development and training

Founded: 1994, with a history of providing fee-only financial planning and advice

Company Description:

• Fee-only financial planning and advice
• Fiduciary objectivity and independence
• Asset management services using no-load, commission-free investments
• Retainer services, hourly or project services, and comprehensive financial plans
• Straightforward, objective recommendations for investment strategy and selection
• Second opinion services for current investments and financial strategies
• Convenient, flexible hours and location

Company Specialties:

• Pre-retiree and retiree planning
• Executive compensation issues
• Physician compensation issues

Company Website: http://www.wealthmanagement1.com

ASSUMPTION: The company's small size allows for personalized growth and development opportunities for employees.

📊 Role Analysis

Career Level: Entry-level, with opportunities for growth and advancement

Reporting Structure: Reports directly to upper-level management

Work Arrangement: Full-time, on-site, with potential for hybrid or remote work in the future

Growth Opportunities:

• Performance-based promotions and merit-based income
• Training and development opportunities
• Potential for career growth within the company

ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to advance within the company.

🌍 Location & Work Environment

Office Type: Small, close-knit team environment

Office Location(s): 600 West Germantown Pike, Plymouth Meeting, PA 19462, US; 991 Highway 22, Suite 200, Bridgewater, New Jersey 08807, US; 1275 Glenlivet Drive, Allentown, Pennsylvania 18106, US

Geographic Context:

• Manhattan, NY, with a diverse population and vibrant business environment
• Accessible by public transportation
• Close to various amenities and attractions

Work Schedule: Full-time, Monday-Friday, 9:00 AM - 5:00 PM (with flexibility for events and meetings)

ASSUMPTION: The small office size and close-knit team environment may appeal to candidates who prefer a more personal and collaborative work setting.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen
• In-person interview with upper-level management
• Final decision and offer

Key Assessment Areas:

• Communication skills
• Adaptability
• Attitude and cultural fit
• Problem-solving skills

Application Tips:

• Highlight relevant skills and experiences in your resume and cover letter
• Demonstrate your understanding of the role and company during the interview
• Prepare questions to ask the interviewer about the company and role

ATS Keywords: Marketing, Sales, Assistant, Customer Service, Face-to-Face, Training, Development, Performance-based, Merit-based, Income

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

🛠️ Tools & Technologies

• Customer Relationship Management (CRM) software
• Marketing automation tools
• Sales performance management software
• Microsoft Office Suite

ASSUMPTION: The specific tools and technologies used may vary based on the company's current needs and the candidate's role within the team.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Expertise
• Objectivity
• Independence
• Client-centered

Work Style:

• Collaborative
• Adaptable
• Results-driven
• Client-focused

Self-Assessment Questions:

• Do you thrive in a collaborative, team-oriented environment?
• Are you adaptable and able to learn new skills quickly?
• Are you results-driven and focused on achieving success for both yourself and your team?
• Do you have a strong client focus and enjoy building relationships with customers?

ASSUMPTION: The company values a strong work ethic, collaboration, and a client-centered approach to business.

⚠️ Potential Challenges

• Working in a small office may require more adaptability and flexibility
• Face-to-face sales and marketing experience may be challenging for candidates new to the industry
• Performance-based promotions and merit-based income may require strong self-motivation and initiative
• Working in a fee-only financial planning and advice firm may require a strong understanding of financial concepts

ASSUMPTION: The potential challenges listed may vary based on the individual's skills, experiences, and personal preferences.

📈 Similar Roles Comparison

• This role differs from other sales and marketing positions in that it focuses on face-to-face customer interactions and offers individualized training and development
• Working in the financial services industry requires a strong understanding of financial concepts and a commitment to ethical and professional practices
• Career paths in this role may include advancement to management or specialist positions within the company

ASSUMPTION: The specific comparisons made may vary based on the individual's skills, experiences, and career goals.

📝 Sample Projects

• Developing and implementing a new customer referral program
• Conducting market research to identify new sales and marketing opportunities
• Assisting in the planning and execution of company events and workshops

ASSUMPTION: The specific projects listed may vary based on the company's current needs and the candidate's role within the team.

❓ Key Questions to Ask During Interview

• What are the most important qualities you look for in a Marketing & Sales Assistant?
• How does this role fit into the overall company structure and goals?
• What opportunities are there for growth and development within the company?
• How does the company support work-life balance for its employees?
• What are the most challenging aspects of this role, and how can I best prepare for them?

ASSUMPTION: The specific questions asked may vary based on the individual's skills, experiences, and personal preferences.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight relevant skills and experiences for this role
• Prepare for the interview by researching the company and role, and practicing common interview questions
• Follow up with the hiring manager after the interview to express your interest in the position

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