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Wealth & Retirement Sales Enablement Specialist

Baldwin Risk Partners, LLC, Bethesda, MD, United States


A financial services firm in Bethesda, Maryland, is looking for a Sales Enablement Specialist to assist financial advisors in managing sales processes and client relationships. Responsibilities include supporting day-to-day operations, creating client presentations, and managing data integrity across various platforms. Ideal candidates will have at least two years of relevant experience in financial services along with strong communication skills and attention to detail. #J-18808-Ljbffr