WestPoint Financial Group is assisting with the sourcing of this role. The successful applicant will be the direct employee of NLF Partners.
About NLF:
We are a fast-growing, client-focused financial planning and insurance practice committed to helping individuals and families achieve financial clarity and long-term security. Our approach is personalized, values-driven, and relationship-based.
Position Overview:
As we continue to grow, we’re seeking a Sales & Client Engagement Assistant to join our team and help deepen client relationships, uncover new opportunities, and expand our reach.
This role is ideal for someone who thrives in a collaborative setting, enjoys connecting with people, and brings energy to every interaction. You won’t just be behind a desk—you’ll be actively engaging with clients, contributing to business development, and helping shape a positive, people-first experience. If you're proactive, confident, and passionate about helping others, we’d love to meet you and welcome you into our dynamic, mission-driven team.
Key Responsibilities:
Client Relationship & Business Development
- Proactively reach out to existing clients to generate referrals and uncover new opportunities
- Engage clients about additional planning opportunities, including asset gathering and our Platinum Pass offerings
- Build rapport and trust with clients, maintaining consistent, value-driven communication
- Manage marketing opportunities for existing clients (birthdays, policy anniversaries, etc.)
Lead Generation & Outreach
- Utilize LinkedIn and industry-specific lead generation tools to identify and reach out to prospective clients
- Manage and execute a strategic outreach campaign via the advisor’s LinkedIn profile
- Follow up on leads, schedule appointments, and maintain tracking systems for outreach success
Client Services & Support
- Contact existing clients to ensure insurance policy payments are current
- Schedule annual reviews and maintain recurring client meetings
- Work closely with the advisor to identify client needs and help facilitate service delivery
Administrative & Operational Support
- Keep CRM systems up to date with contact notes and lead status
- Assist with preparation for client meetings, follow-ups, and communications as needed
- Collaborate with the advisor to improve and refine client engagement strategies
- Manage weekly team meetings and team calendars
Qualifications:
- 2+ years administrative experience in a professional setting, required
- 2+ years of experience in a sales, client service, or financial services support role, preferred
- Strong interpersonal and communication skills—both verbal and written
- Comfort using CRM systems, LinkedIn, and digital communication tools
- Highly organized and able to manage multiple tasks independently
- Goal-oriented mindset with a passion for helping people
- Familiarity with financial planning, insurance, or investment services is a plus
What We Offer:
- Opportunity to grow with a respected and expanding financial practice
- Competitive compensation and performance-based bonuses
- Employment advancement opportunities
Benefits:
- Paid Time Off
- Team-building events in and out of office
- Professional development and industry training
Salary Range: $47,000 - $57,000 annually
NLF Partners is an equal opportunity employer, and all qualifiedapplicants will receive consideration for employment without regard to race,color, religion, age, sex, national origin, disability status, genetics,protected veteran status, sexual orientation, gender identity or expression, orany other characteristic protected by federal, state or local laws.