Sales Coordinator

AssetMark Financial Holdings•Phoenix, AZ

3d•$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. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ or Chicago, IL.

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 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