Snellings Walters Insurance Agency · 9 hours ago
Executive Sales Assistant
Snellings Walters Insurance Agency is seeking an Executive Sales Assistant to support the Chief Sales Officer. This role involves providing high-level executive support, managing communication across stakeholders, and ensuring seamless execution of sales initiatives and client experiences.
Responsibilities
Provide high-level executive support to the Chief Sales Officer, including calendar, travel, meeting preparation, follow-up, and proactive priority management
Serve as a trusted execution partner and in-office point of connection, maintaining visibility into sales team activity and supporting communication across stakeholders
Navigate CRM and agency management systems (e.g., EPIC, Salesforce) and support data organization, reporting, and dashboard preparation using tools such as Power BI
Build polished, on-brand presentations and sales materials based on executive direction, including prospect decks, sales meetings, training content, events, and client communications
Plan and coordinate internal and external meetings, sales offsites, conferences, and high-touch client events, including venue research and logistics for events hosting
Manage client and team gifting, event materials, and experiential details with precision and timeliness
Track action items, timelines, and follow-through while creating systems that improve efficiency, execution, and visibility
Qualification
Required
Experience providing executive-level support to senior leadership in a fast-paced environment
Strong organizational, project, and time-management skills with exceptional attention to detail and the ability to manage multiple priorities
Confident, technologically savvy user of CRM systems, reporting tools, and presentation software, with strong presentation development and formatting skills
Values consistency, reliability, and professionalism
Excellent written and verbal communication abilities
Highly self-directed problem solver with strong follow-through and exercises sound judgment
Willingness to be in-office 4 days per week to support team connectivity and visibility
Company
Snellings Walters Insurance Agency
Snellings Walters Insurance Agency is an insurance company that provides business and disability insurance solutions.
Funding
Current Stage
Growth StageRecent News
Business Journals
2023-08-23
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