Sales Coordinator

AssetMark Financial Holdings • Phoenix, AZ

13d • $45,000 - $50,000 • Hybrid

About The Position

The Job/What You'll Do: 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 in our Phoenix, AZ office with a hybrid work schedule.

Requirements

• 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.

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees