Sales Assistant

About The Role

The Sales Assistant provides essential administrative and clerical support to the sales team to ensure efficient workflows and timely follow-up with both current and prospective customers. This role plays a key part in managing sales leads, maintaining accurate sales records, supporting trade show follow-up, and handling day-to-day communications.

What You’ll Do

• Process and route sales leads to the appropriate team members
• Support trade show follow-up, including literature and sample delivery
• Aid sales staff through outbound phone contacts as needed
• Maintain and update sales data, reports, and records
• Perform data entry to track sales literature, samples, and services
• Answer incoming calls, manage emails, and relay messages
• Respond to routine product questions and escalate when necessary

What We’re Looking For

• A high school diploma required; a 2- or 4-year college degree preferred
• 3–5 years of experience in customer service or sales support
• Strong telephone, written communication, and computer skills
• Proficiency with databases and word processing tools
• Highly organized, dependable, detail-oriented, and resourceful
• Comfortable managing multiple priorities in a fast-moving environment
• A team player who can also work independently

Why Join Us?

• You’ll be part of a collaborative team that values quality, professionalism, and continuous improvement, working together to help entrepreneurs achieve their dreams through our trusted retirement funding solutions.
• Benetrends offers full medical and dental packages, including company pay
• Long-term Disability and Life insurance benefit, 401k plan with company match
• Generous PTO and Paid holidays