Sales Associate
The Sales Associate at Confidential Client supports sales and client relationship efforts within the Financial Services team by prospecting new business opportunities, coordinating client meetings, and assisting with sales administration. This hybrid role offers early-career professionals a chance to develop skills in financial services sales, business development, and client management while contributing to team initiatives and maintaining strong client relationships.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This entry-level Sales Associate role supports the sales and client relationship efforts for a confidential client in the Sales industry. You will focus on prospecting, client coordination, and sales administration while learning from senior team members.
- Support business development and prospecting efforts
- Conduct outbound outreach (phone, email, social media) to generate leads
- Research and qualify prospective clients using industry sources and databases
- Maintain and update CRM records and prospect lists
- Schedule introductory and follow-up meetings for senior sales staff
- Coordinate client review meetings: prepare materials, agendas, and presentation packages
- Manage calendar logistics and track meeting action items to closure
- Maintain sales activity records and support pipeline reporting
- Assist with administrative tasks and contribute to team projects and initiatives
Who You Are (Qualifications & Competencies)
- 0–2 years of relevant work experience; entry-level candidates encouraged
- Bachelor’s degree preferred (Finance, Economics, Marketing, or related)
- Able to work a hybrid schedule (3 days per week in-office at the Darien, CT location)
- Strong verbal, written and presentation skills
- Comfortable making targeted outreach calls and conducting one-on-one and group presentations
- Proficient in Microsoft PowerPoint, Excel and Word
- Self-starter with strong follow-through and a results-oriented mindset
- Excellent attention to detail, organization, and relationship-building skills
- Ability to work independently and collaboratively with limited supervision
Compensation & Benefits
- Anticipated base salary range: $41,000 - $65,000 per year
- Eligible for sales-based incentive / performance bonus
- Comprehensive US benefits including:
- Medical, Rx, dental and vision plans
- Health Savings Account and flexible spending accounts (company contributions where applicable)
- Life and AD&D insurance; disability insurance
- 401(k) with company match
- Tuition reimbursement and LinkedIn Learning
- Discretionary paid time off program and 11 paid holidays
- Flexible working environment, volunteer time off, and Employee Assistance Program (EAP)
Additional Details
- Work model: Hybrid — in-office presence required 3 days per week at the Darien, CT office address
- This role may use AI-assisted tools during recruiting for efficiency (resume screening, scheduling, etc.). Final hiring decisions are made by humans.
- The position is full-time.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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