Job Description
Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, is a recognized leader in Business Insurance, providing tailored solutions to address significant risks and workforce challenges. The Sales Assistant role involves supporting the sales team with administrative and operational tasks, ensuring a high-quality client experience through effective communication and organization. Responsibilities Support the sales team in preparing presentations, proposals, quotes, and meeting materials Maintain accurate and up-to-date CRM records, including client details and pipeline activity Coordinate meetings, calls, and follow-up actions to ensure timely communication Track proposal deadlines, RFP requirements, and other time-sensitive deliverables Serve as a point of contact for client inquiries, ensuring timely and professional responses Support client onboarding by preparing required documentation and coordinating internal hand-offs Collect and organize client information and documentation for proposals, renewals, and ongoing support Organize and maintain digital files, templates, and sales resources Prepare and distribute regular sales activity reports and performance metrics Coordinate logistics for sales meetings, client visits, and events Assist with expense reporting and travel coordination as needed Partner with Marketing to support campaigns, collateral, and sales initiatives Collaborate with Operations, Finance, and Client Services to support sales and client needs Participate in team meetings and contribute to process improvements and operational efficiencies Skills High school diploma required; bachelor's preferred 1–3 years of administrative or sales support experience Strong organizational skills Excellent verbal and written communication Ability to manage multiple priorities Professional, proactive, and customer-focused mindset Team-oriented and collaborative Reliable, accountable, and deadline-driven Professionalism with confidential information Desire to support business growth Experience with CRM platforms preferred Experience in professional services, insurance, or financial services is a plus Benefits PTO & paid holidays 401(k) with match Exclusive discount programs Health & wellness programs Company Overview NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. It was founded in 1999, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is