Sales Coordinator

About the role

As a Sales Coordinator at AssetMark, the leading provider of investment solutions for independent financial planners, you will play a vital role in supporting our sales team while gaining valuable experience in a dynamic and multifaceted environment. This role offers substantial growth potential in sales, finance, and more. This is an ideal opportunity for a strong communicator with a talent for problem-solving who enjoys helping customers achieve their goals. This is a full-time position.

At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our values are Heart, Client Success, Integrity, Respect, and Excellence.

Responsibilities

• Generate and manage financial reports for the sales team
• Perform maintenance and administration tasks within Salesforce
• Order marketing materials for advisors, prospective advisors, and sales team
• Execute call campaigns to drive participation in conferences, webinars, and regional events
• Perform other related duties as assigned to support the team’s goals

Qualifications

• Bachelor’s degree in a business or finance field
• Sales or customer service experience
• Candidates must be legally authorized to work in the US to be considered
• We are unable to provide visa sponsorship for this position

Skills

• Strong time management and organizational skills
• Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment
• Self-motivated with the ability to work independently
• Strong interpersonal and phone communication skills
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)

Pay

The base salary range for this position is between $45,000-$50,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for a comprehensive sales incentive package and competitive benefits.