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Investment Sales Assistant Jobs (NOW HIRING)

Limitless East Marketing

Sales Assistant

Houston, TX

$52K - $56K/yr

At Elevare Branding, we believe in investing in talent, fostering innovation, and creating an environment where ambitious professionals can build meaningful careers. As a Sales Assistant at Elevare ...

Adams Outdoor Advertising

Sales Assistant

Bluffton, SC · On-site

$17.50 - $22.75/hr

S., is seeking a Sales Assistant to be responsible for advertising sales department proposals ... Searchlight Capital Partners, a leading global private investment firm, in partnership with British ...

Adams Outdoor

Sales Assistant

Bluffton, SC · On-site

$17.50 - $22.75/hr

S., is seeking a Sales Assistant to be responsible for advertising sales department proposals ... Searchlight Capital Partners, a leading global private investment firm, in partnership with British ...

Alphabe Insight Inc

Sales Assistant

Houston, TX · On-site

$52K - $56K/yr

At Elevare Branding, we believe in investing in talent, fostering innovation, and creating an environment where ambitious professionals can build meaningful careers. As a Sales Assistant at Elevare ...

Adams Outdoor Advertising

Sales Assistant

Charleston, SC · On-site

$17.50 - $23/hr

S., is seeking a Sales Assistant to be responsible for advertising sales department proposals ... Searchlight Capital Partners, a leading global private investment firm, in partnership with British ...

Adams Outdoor

Sales Assistant

Winston Salem, NC · On-site

$16.25 - $21/hr

S., is seeking a Sales Assistant to be responsible for advertising sales department proposals ... Searchlight Capital Partners, a leading global private investment firm, in partnership with British ...

Adams Outdoor Advertising

Sales Assistant

Bethlehem, PA · On-site

$18.50 - $24.25/hr

S., is seeking a Sales Assistant to be responsible for advertising sales department proposals ... Searchlight Capital Partners, a leading global private investment firm, in partnership with British ...

Adams Outdoor Advertising

Sales Assistant

Ridgeland, SC · On-site

$16.25 - $21.25/hr

S., is seeking a Sales Assistant to be responsible for advertising sales department proposals ... Searchlight Capital Partners, a leading global private investment firm, in partnership with British ...

Adams Outdoor

Sales Assistant

North Charleston, SC · On-site

$18 - $23.25/hr

S., is seeking a Sales Assistant to be responsible for advertising sales department proposals ... Searchlight Capital Partners, a leading global private investment firm, in partnership with British ...

Adams Outdoor

Sales Assistant

Ridgeland, SC · On-site

$16.25 - $21.25/hr

S., is seeking a Sales Assistant to be responsible for advertising sales department proposals ... Searchlight Capital Partners, a leading global private investment firm, in partnership with British ...

Adams Outdoor Advertising

Sales Assistant

Winston Salem, NC · On-site

$17.25 - $22.50/hr

S., is seeking a Sales Assistant to be responsible for advertising sales department proposals ... Searchlight Capital Partners, a leading global private investment firm, in partnership with British ...

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Investment Sales Assistant information

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How much do investment sales assistant jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for investment sales assistant in the United States is $24.28, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $26.68 per hour, depending on experience, location, and employer.

What is the job description of an investment sales assistant?

An investment sales assistant supports the sales team by preparing marketing materials, managing client communications, and coordinating property or investment transactions. They often handle administrative tasks, maintain databases, and use tools like CRM software to track sales activities. Strong organizational skills and knowledge of real estate or investment markets are beneficial for this role.

What are the key skills and qualifications needed to thrive as an investment sales assistant?

To thrive as an Investment Sales Assistant, you need a solid understanding of financial products, investment terminology, and client service, often supported by a relevant degree or financial certifications such as FINRA Series 7 or 63. Familiarity with CRM systems, portfolio management software, and financial data platforms like Bloomberg is typically required. Strong organizational skills, attention to detail, and effective communication help you build trust with clients and support sales teams efficiently. These skills are essential for ensuring regulatory compliance, maintaining accurate records, and delivering high-quality client support in a fast-paced investment environment.

What does an investment sales assistant do?

An Investment Sales Assistant supports investment advisors or sales teams by handling administrative and client service tasks. Their duties often include preparing client documentation, scheduling appointments, processing transactions, and providing information on investment products. They also help with research, compliance checks, and maintaining client records. This role is essential for ensuring smooth operations and quality client experience within investment firms.

What is the difference between Investment Sales Assistant vs Real Estate Sales Assistant?

AspectInvestment Sales AssistantReal Estate Sales Assistant
CredentialsTypically requires real estate licenses, sales experience, and familiarity with investment productsRequires real estate licenses and sales experience
Work EnvironmentFinancial firms, investment banks, commercial real estate firmsReal estate brokerages, property management companies
Employer & IndustryFinancial and investment industryReal estate industry
Common Search & ComparisonOften compared for roles supporting investment property salesFocuses on residential or commercial property sales

The main difference is that Investment Sales Assistants support the sale of investment properties and securities within financial firms, requiring knowledge of investment products. Real Estate Sales Assistants focus on residential or commercial property sales, often within brokerage firms. Both roles involve sales support but differ in industry focus and required credentials.

What are some common challenges faced by an investment sales assistant in supporting a busy sales team?

As an Investment Sales Assistant, one of the main challenges is managing multiple priorities and deadlines, often in a fast-paced environment. You may be responsible for preparing sales presentations, processing client paperwork, and coordinating meetings, all while ensuring accuracy and compliance with industry regulations. Balancing administrative duties with client-facing support requires strong organizational skills and attention to detail. Close collaboration with sales representatives and other departments is essential to keep processes running smoothly and to provide excellent service to clients.

Is an investment sales assistant a stressful job?

An investment sales assistant role can be stressful due to tight deadlines, client demands, and the need for accuracy in financial documentation. The job often requires strong organizational skills, attention to detail, and the ability to manage multiple tasks simultaneously, which can contribute to workplace pressure.
What cities are hiring for Investment Sales Assistant jobs? Cities with the most Investment Sales Assistant job openings:
What are the most commonly searched types of Investment Sales jobs? The most popular types of Investment Sales jobs are:
What states have the most Investment Sales Assistant jobs? States with the most job openings for Investment Sales Assistant jobs include:
Investment Sales Assistant jobs near you
Infographic showing various Investment Sales Assistant job openings in the United States as of August 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 82% Physical, 1% Hybrid, and 17% Remote job distribution, with an average salary of $50,510 per year, or $24.3 per hour.

Sales Assistant

National Real Estate Insurance Group

Kansas City, MO

$16.75 - $22/hr

Full-time

Re-posted 24 days ago

Job description

Since 2008, National Real Estate Insurance Group (NREIG) has been committed to providing specialized insurance solutions designed specifically for the real estate investment industry. Through our insurance Program, we deliver superior client support and services, client inventory control, and efficient billing systems to residential real estate investors across the United States. With a focus on providing simplification to the property protection processes, NREIG has grown to service individual investors, conglomerates, bulk REO holders, wholesalers and lenders representing more than 140,000 locations nationally. The insurance Program our clients enjoy was built on ease-of-use, accommodating all occupancy phases of investment property (vacant, rental or undergoing renovation).
The Sales Assistant plays a key role in supporting the Sales Team by providing administrative, organizational, and customer service assistance to ensure smooth day-to-day operations. This role is responsible for coordinating sales activities, preparing documents and reports, managing customer inquiries, and assisting with follow-up tasks to help drive revenue growth and client satisfaction.
Essential Functions:
  • Prepare correspondence, documents, reports, and official records for the team.
  • Communicate with internal associates, leadership and external clients as needed.
  • Contribute to team effort by accomplishing related results as needed.
  • Promptly answer calls and respond to emails.
  • Assist with and/or manage (when needed) team projects.
  • Maintains all quotes documentation with accurate pricing and configurations.
  • Maintains all sales demonstrations tools and applications.
  • May develop presentations of potential customers.
  • Regular and predictable attendance.
  • Additional duties as assigned.
Basic Qualifications:
  • High School diploma required, bachelor’s degree preferred.
  • P amp;C License or the ability to acquire, strongly encouraged.
  • At least one year experience in a P amp;C agency or environment.
  • Demonstrated ability in Microsoft Office Suite.
  • Ability to learn new and proprietary computer program/systems is a must.
  • Must be able to work with minimal supervision.
  • Excellent written and verbal communication skills.
  • Ability to work comfortably in a fast-paced environment.
  • Flexibility to move from project to project easily.
  • Above average skills in email and phone etiquette.
  • Customer/Client Focus.
  • Personal Effectiveness/Creditability.
NREIG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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