Sales Coordinator

AssetMark is the leading provider of investment solutions for independent financial planners, and they are seeking a Sales Coordinator to support their sales team. This role involves generating financial reports, managing tasks within Salesforce, and executing call campaigns to enhance participation in events.

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 the 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

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)
• 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

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

Company Overview