Sales Assistant

Role Overview

The Sales Assistant supports the sales and advisory teams by keeping client communication, lead follow-up, and meeting arrangements on track. Through accurate records, helpful service, and well-coordinated training and events, this role helps prospective and existing clients receive a consistent experience while enabling the team to focus on business development.

Key Responsibilities

• Respond to prospective and current clients, route inquiries to the appropriate team members, and follow up on leads in a timely manner.
• Arrange client meetings, training sessions, workshops, and other team activities, coordinating schedules and practical details.
• Maintain up-to-date client information and sales records, handling administrative data carefully and accurately.
• Prepare routine sales reports and assist with presentations, training resources, and client-facing materials.
• Provide courteous support throughout client interactions and help ensure questions and requests receive appropriate attention.
• Assist with event planning and marketing activities that support client engagement and business development.
• Work with sales and advisory colleagues to identify opportunities to improve coordination and sales processes.

Requirements & Qualifications

• Experience in sales, customer service, or administrative support; exposure to consulting, financial services, or professional training is preferred.
• Strong interpersonal and customer service skills, with the ability to build rapport and respond thoughtfully to client needs.
• Clear written and verbal communication skills for client correspondence and support of sales presentations.
• Practical sales administration skills, including lead follow-up and assistance with business development activities.
• Strong organisation and time-management skills, including the ability to coordinate schedules and keep accurate records.
• Comfort working in a hybrid arrangement, with reliability and self-direction when working remotely.
• Proficiency with common office software, including email, spreadsheets, and presentation tools; CRM experience is an advantage.
• A diploma or degree in Business, Marketing, Finance, or a related discipline is beneficial. An interest in personal finance and wealth management is also valued.

What We Offer / Why Join

This full-time hybrid role in Kenya offers the opportunity to support sales and advisory work across client service, business development, training, and events.