1

Institutional Sales Assistant Jobs in Indiana (NOW HIRING)

... site to assist property owners during a time of crisis, and successfully secure the property to ... Client advocacy & sales: Compassionately engage with affected property owners, tenants, and first ...

Showing results 41-43

Institutional Sales Assistant information

What is an institutional sales assistant?

Institutional Sales Assistants are professionals who support institutional sales teams in financial services firms, such as investment banks or asset management companies. Their responsibilities often include preparing sales materials, maintaining client databases, assisting with client communications, and coordinating meetings or presentations for large institutional clients like pension funds or mutual funds. They play a crucial role in ensuring that the sales process runs smoothly and that clients receive timely and accurate information. This role typically requires strong organizational skills, attention to detail, and a good understanding of financial products and markets.

What does an institutional sales assistant do?

An Institutional Sales Assistant plays a key role in supporting the sales team by handling client inquiries, preparing sales presentations, and managing account documentation. Daily tasks often include coordinating meetings, updating client records, processing trade orders, and ensuring compliance with internal and regulatory policies. The role requires strong organizational skills and frequent collaboration with portfolio managers, traders, and compliance teams to deliver timely and accurate service to institutional clients. This environment provides valuable exposure to both sales and investment operations, offering a solid foundation for career progression within institutional finance.

What skills and qualifications are needed to thrive as an institutional sales assistant?

To thrive as an Institutional Sales Assistant, you typically need a background in finance or business, strong analytical skills, and experience with data management. Familiarity with CRM systems, Bloomberg Terminal, and Microsoft Excel is common, and some roles may require FINRA certifications such as the Series 7 or 63. Excellent organizational abilities, attention to detail, and clear communication skills help you support sales teams and build client relationships. These competencies are essential for efficiently managing client accounts, streamlining sales processes, and ensuring the accuracy and professionalism required in institutional finance.

What is the difference between Institutional Sales Assistant vs Financial Advisor?

AspectInstitutional Sales AssistantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like FINRA Series 7 or 63 may be preferredRequires a bachelor's degree; certifications such as Series 7, 66, or CFP are common
Work EnvironmentSupports sales teams in financial institutions; works in office settingsWorks directly with individual clients; may work in offices or remotely
Employer & IndustryFinancial firms, asset managers, banksFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding roles supporting institutional sales teamsAdvising clients on investments and financial planning

The main difference is that an Institutional Sales Assistant supports sales teams focused on institutional clients, while a Financial Advisor works directly with individual clients to provide financial planning and investment advice. Both roles require similar certifications and work in the financial industry, but their target clients and daily responsibilities differ.

How much do institutional sales assistants make?

Institutional sales assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the firm. Compensation may also include bonuses and commissions based on sales performance, and strong communication and financial knowledge are important for success in this role.

What are the most commonly searched types of Institutional Sales jobs in Indiana?

The most popular types of Institutional Sales jobs in Indiana are:

What are popular job titles related to Institutional Sales Assistant jobs in Indiana?

For Institutional Sales Assistant jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Institutional Sales Assistant jobs in Indiana look for?

The top searched job categories for Institutional Sales Assistant jobs in Indiana are:

What cities in Indiana are hiring for Institutional Sales Assistant jobs?

Cities in Indiana with the most Institutional Sales Assistant job openings:

Infographic showing various Institutional Sales Assistant job openings in Indiana as of August 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution.

Emergency Service / Fire Responder

IICRC

Indianapolis, IN • On-site

$40K/yr

Other

Re-posted 24 days ago


Job description

Emergency Service / Fire Responder

Paul Davis provides professional residential and commercial emergency restoration services for disasters of all sizes. From water and flood damage, to fire damage and mold remediation, Paul Davis franchise professionals are available 24/7 to clean up and repair damage to residential and commercial property. Founded in 1966, Paul Davis is a rapidly growing network of more than 370 independently owned and operated franchises in the United States and Canada. Paul Davis will grow to become over a $2 Billion business in the next 5 years.

We are seeking a high-energy, dependable, and driven Emergency Service / Fire Responder to serve as the frontline face of Paul Davis Restoration. In this critical role, you will monitor and respond immediately to local fire notifications, arrive on-site to assist property owners during a time of crisis, and successfully secure the property to become our clients' trusted restoration contractor. Once the fire department clears the structure, you will also perform hands-on emergency stabilization, including structural board-ups and roof tarping. This role requires a unique blend of empathetic sales/relationship-building skills, urgency, and construction or mitigation experience.

Key responsibilities include:

  • Rapid response: Monitor active emergency dispatches and fire notifications to respond immediately, 24/7/365, to active fire scenes within our territory.
  • Client advocacy & sales: Compassionately engage with affected property owners, tenants, and first responders on-scene. Present Paul Davis Restoration's capabilities to position our franchise as the preferred restoration contractor.
  • Contract execution: Guide stressed property owners through the initial paperwork, securing signed work authorizations and work orders on-site.
  • Relationship management: Build and maintain strong, professional relationships with local fire departments, police, and emergency management personnel.
  • Structural board-up: Once first responders deem the structure safe to enter/work on, secure the property's perimeter by boarding up broken windows, doors, and damaged walls to prevent trespassing, theft, or further weather damage.
  • Roof tarping: Safely access and tarp damaged roofs to prevent subsequent water intrusion.
  • Site safety: Implement initial safety controls on-site (e.g., hazard taping, temporary fencing, basic structural stabilization checks) in accordance with OSHA guidelines.
  • Documentation: Utilize industry-specific mobile applications to document property conditions with high-quality photos and detailed notes for the estimating team.

Skills and knowledge include:

  • Strong verbal and written communications
  • Strategic thinking and planning
  • Project management and multitasking capability
  • Strong organizational skills
  • Exemplary computer skills, i.e. Internet & Microsoft Office

Personal characteristics include:

  • Professional demeanor
  • Personable, presentable, articulate
  • Open, cooperative, enthusiastic
  • Self-directed with exceptional initiative

Qualifications include:

  • This is not an office job or a standard route sales role. This is a 24/7 emergency response position. You will actively respond to live fire dispatches, secure the contract with property owners in crisis, and then immediately throw up a ladder to board up the property and tarp the roof yourself. If you hate heights, ladders, or getting your hands dirty, please do not apply.
  • Franchise, restoration, construction/home improvement, and/or insurance industry experience a plus
  • Able to perform basic carpentry skills to secure a home

Paul Davis is an equal opportunity employer. Compensation: $40,000.00 per year

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Since 1966, Paul Davis has been an industry leader in the areas of property damage mitigation, reconstruction and remodeling. With more than 370 offices in our franchise network, the company serves residential, institutional, and commercial customers and clients across the United States and Canada.

We have built our heritage one project at a time, establishing a reputation for performance, integrity and responsibility among customers and carriers alike. Whether property damage is caused by water, fire, smoke, storms or other disasters, we deliver on our promise to deliver excellence, expertise and a customer experience that is second to none. At Paul Davis, our passion for quality drives everything we do.

Our Vision

To Provide Extraordinary Care While Serving People In Their Time Of Need.

Our Values

Deliver What You Promise

Respect The Individual

Have Pride In What You Do

Practice Continuous Improvement

Our Mission

To provide opportunities for great people to deliver Best in Class results