Sales Support Specialist

LOCATION : Advanta IRA- Office in Clearwater, FL 33762

Schedule : Regular, Full-time; Monday- Friday 8 : 30-5 : 00 (4 pm on Fridays)

Start date : March 2026

POSITION BACKGROUND

The company's Business Development / Sales division aims to continue growing the business by adding new clients while maintaining low attrition of existing clients. This can be achieved through strong customer service for existing and potential prospects, developing new lead sources, and building relationships with professionals (and professional organizations) throughout the community and beyond.

The successful candidate for the Sales Support Specialist position will be task-oriented, pay great attention to detail and accuracy, and have excellent communication skills (both written and verbal). The candidate will work closely with all Business Development team members and support many of the department's daily functions. The candidate will be proactive and energetic and take pride in always demonstrating a professional demeanor.

JOB DUTIES

As a Sales Support Specialist, you will perform various administrative duties to support business development, including :

• Serve as primary administrative support for the sales team, assisting them with various functions and freeing them up to pursue new leads and referral sources.
• Provide exceptional customer service to clients and referral partners
• Communicate with new clients via phone and email to collect additional information during the account opening process, facilitate an introduction to clients’ account managers, and provide status updates to clients on their account opening and funding.
• Utilize the company CRM (Salesforce Lightning) to enter new client account information and to establish new accounts, with special attention to accuracy and detail.
• Contact other retirement plan companies / custodians to follow up on the transfer of funds to new client accounts.
• Prepare and review reports on new leads, new account status, and webinar attendees using company CRM.
• Clearly communicate the services offered by Advanta IRA to new clients
• Demonstrate understanding of the essentials of self-directed IRAs, including account types, prohibited transactions, and potential investments.
• Move potential clients through the account opening and decision-making process by assisting them in completing forms, answering questions on potential investments, and involving other sales / marketing / transaction staff to handle more advanced issues that a potential client may have.

JOB EXPECTATIONS

Advanta IRA provides comprehensive training and supervisory guidance to ensure a successful onboarding experience.

SKILLS, BACKGROUND & TALENTS REQUIRED

Employee Benefits Summary

Salaried position (anticipated : $40k, starting)

FL Blue Medical

Workstation equipment provided by the company

Up to a 4% company match

No waiting period to begin accruing

COMPANY BACKGROUND

Advanta IRA is a leading self-directed account administrator with over $3.8 billion in client assets under custody. We act as a third-party administrator and recordkeeper for individuals who self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, and private placements. Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clients’ success.

For more information about our industry and team culture, please visit our website at AdvantaIRA.com!