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The Sales Assistant
Horsesmouth also fills an important gap in the professional development of sales assistants. The role of sales assistant today involves a lot more than just answering phones and mailing correspondence, it is growing increasingly complex.
Here are just a few ways a sales assistant might use Horsesmouth on any given day:
- Listen to a live event on how to customize Excel spreadsheets
- Research new contact management software
- Learn point and figure charting to boost technical skills
- Explore new team procedures to improve efficiency with advisor
- Review Horsesmouth's "Seminar Checklist"

Features help advisors and sales assistant work together efficiently.
Next: Financial Services Experts
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