Sales Coordinator Team Lead

AssetMark Financial Holdings•Charlotte, NC

7d•Hybrid

About The Position

The Sales Coordinator Team Lead will lead the ongoing development and support of the Sales Coordinator team through coaching, training, feedback, best-practice sharing, and performance accountability. This role partners with Internal Sales Leaders and Sales Training on staffing models, hiring, licensing, training plans, and initiatives that improve productivity and business growth. The Team Lead will oversee day-to-day operations, including the Sales Coordinator queue, staffing, timecards, escalated questions, advisor situations, and other assigned responsibilities. This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

Requirements

Strong leadership, coaching, mentoring, and motivational skills
Ability to provide clear, timely, and constructive feedback
Ability to analyze performance metrics and use data to identify trends and opportunities
Consultative approach to team building and training
Demonstrated problem-solving skills
Demonstrated ability to communicate over the phone and in person
Demonstrated written and verbal communication
Demonstrated time management and organizational skills
Demonstrated ability to build trusting relationships and collaborate effectively across teams
A self-starter who takes initiative and can work independently
Proficient in using Microsoft Office applications (Excel, Word, PowerPoint), Morningstar, personalfund.com, Riskalyze
Proficient in using AssetMark proprietary technology
BA or BS is Required
1+ year in the AssetMark Sales Coordinator Role
Extensive public speaking experience
AssetMark Salesforce.com experience
Candidates must be legally authorized to work in the US to be considered.
We are unable to provide visa sponsorship for this position.

Nice To Haves

4+ years of experience in the financial services industry is preferred
Experience in Training and Development
FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 6, preferred

Responsibilities

Ongoing support and development of assigned Team of Sales Coordinators
Work closely with Internal Sales Leaders to develop appropriate staffing models/assignments to support business growth
Work closely with Sales Leader to interview and hire new Sales Coordinators/Associates
Develops, along with Sales Training, the initial, and ongoing training and development plans for Sales Coordinators
Conducts one-on-one check-in meetings with each Sales Coordinator as needed to review coaching needs, task and accuracy reviews, productivity and efficiency ideas, and ongoing training support
Proactively gathers feedback from the Internal Sales Teams & Leaders regarding processes, potential coaching needs, productivity & efficiency ideas, and ongoing training support for the Sales Coordinator Team
Conduct group meetings to facilitate the promotion of idea sharing, best practices, peer training, and other best practices for the role
Gather feedback, ideas, and process improvements from the Sales Coordinator Team and work closely with the Internal Sales Leaders and/or functional department to help implement
Work closely with other Sales Managers to develop and implement plans to increase production across the Sales Coordinator Team
Day-to-day management of Sales Coordinators, including, but not limited to: sales coordinator request queue management, timecards/PTO/daily staffing, primary point-of-contact for escalated questions, or escalated/time sensitive/requests or advisor situations
Holds the team accountable to pursuing and completing licensing within the provided timelines
Other duties as assigned