Executive Sales Assistant (Part-Time)
Company: BetterWealth
Primary Support Role For: Alden Fortner, Managing Director of BetterWealth Architects
Location: 100% Remote (U.S. Based & Pacific or Mountain Time Zones Preferred)
Schedule: Approximately 20 Hours/Week
Working Hours: Arizona Time Zone Preferred
- Morning Block: 7:30 AM – 9:30 AM AZ Time
- Afternoon Block: 2:30 PM – 4:30 PM AZ Time
Schedule may be flexible for the right candidate.
Compensation: $20-$40/hour
Bonus Opportunities: Performance-based bonuses, travel opportunities, and growth incentives.
Employment Type: Independent Contractor (1099) with potential to move to
This position is expected to begin as a part-time contractor role. For the right individual who demonstrates strong performance, culture fit, and long-term commitment, there is a clear path to discuss a full-time W-2 salaried position in the future.
About The Role:
BetterWealth is seeking a highly organized, proactive Executive Sales Assistant to support Alden Fortner, Managing Director of BetterWealth Architects.
This role serves as a workflow proxy for Alden, helping maintain momentum across sales, client communication, CRM management, scheduling, and operational follow-through.
The ideal candidate is not looking for freelance clients or side projects. We are looking for someone who wants to become an integrated part of a growing organization and help support a high-performing sales professional.
Your primary objective is simple: Protect Alden's time, maintain operational excellence, and ensure no client, opportunity, or task falls through the cracks.
Key Responsibilities:
CRM & HubSpot Management
- Maintain accurate HubSpot records
- Enter and organize meeting notes
- Update deal stages and custom properties
- Create and assign follow-up tasks
- Maintain CRM data integrity
- Follow established SOPs and documentation standards
Inbox & Communication Management
- Manage and triage incoming email
- Categorize communications by priority
- Draft responses for approval
- Monitor follow-up commitments
- Coordinate communication with clients and team members
Calendar & Scheduling
- Own and protect Alden's calendar
- Schedule client, partner, and team meetings
- Ensure appointments include proper links and preparation materials
- Build appropriate buffers between meetings
- Prevent scheduling conflicts and inefficiencies
Operational Coordination
- Coordinate with Sales Associates, Case Managers, and Servicing Team members
- Monitor active opportunities and client files
- Escalate bottlenecks when necessary
- Help ensure timely movement through the sales and underwriting process
Daily Executive Support
- Provide daily summaries of priorities and outstanding items
- Track action items and deadlines
- Identify workflow gaps before they become problems
- Assist with content preparation, research, and administrative projects as needed
Relationship & Client Experience Support
- Assist with personalized client and partner gifting
- Identify important milestones and relationship opportunities
- Help create memorable client experiences that reflect BetterWealth's service standards
Qualifications:
Required
- 2+ years of experience in HubSpot or a comparable CRM
- Experience supporting an executive, advisor, salesperson, entrepreneur, or business owner
- Strong organizational and communication skills
- Ability to manage multiple priorities simultaneously
- High attention to detail and follow-through
- Comfortable working independently in a remote environment
Preferred
- Insurance industry experience
- Financial services experience
- Executive Assistant experience
- Project Coordination experience
- Life insurance, disability insurance, or underwriting familiarity
- Experience working in highly regulated environments
Technical Requirements
- Dedicated private workspace
- Reliable high-speed internet
- Professional home office setup
- Ability to securely handle confidential information
- Comfort with technology, AI tools, and cloud-based systems
Who Will Thrive In This Role:
We are looking for someone who demonstrates:
Proactive Problem Solving: You notice issues before others do and take initiative to solve them.
Ownership: You take responsibility for outcomes and follow through without constant oversight.
Reliability: You do what you say you will do and can be trusted with important responsibilities.
Resourcefulness: You figure things out and seek solutions rather than waiting for direction.
Professional Discretion: You understand how to handle confidential financial and personal information with integrity.
About BetterWealth:
BetterWealth helps individuals and families increase wealth efficiency and live more intentionally.
Our team values:
- Humility
- Authentic Communication
- Efficiency ("The Better Way")
- Proactive Problem Solving
- Excellence
- Integrity
While the financial industry often experiences significant turnover, BetterWealth has maintained an average employee tenure of approximately five years, with many team members remaining since the company's founding.
About Alden:
Alden Fortner is the Managing Director of BetterWealth Architects and specializes in designing life insurance, disability insurance, and long-term care strategies for high-income and high-net-worth individuals.
Licensed in all 50 states and Washington D.C., Alden serves clients nationwide and is passionate about helping families make informed financial decisions while avoiding costly mistakes.
Alden is a Christ-follower, husband, father of three daughters, and believes deeply in excellence, service, stewardship, and intentional living.
Growth Opportunity:
This position starts as a part-time contractor role supporting Alden's sales operation.
For the right candidate, there is a clear opportunity to expand responsibilities, increase hours, participate in bonus programs, travel opportunities, and potentially transition into a full-time W-2 salaried role within BetterWealth.
Pay: $20.00 - $40.00 per hour
Work Location: Remote
