Sales Support Coordinator

Capital Group•San Antonio, TX

3d•Onsite

About The Position

As a Sales Support Coordinator aligned with Wealth Management, you will play a central role in supporting sales teams by driving advisor engagement through strategic scheduling and territory coordination. In this role, you will partner closely with Sales Force Members and territory teams to execute outreach strategies, manage meeting logistics, and ensure seamless coordination across stakeholders. You will serve as a key point of contact for territory operations, managing calendars, communications, and reporting, while helping optimize productivity and engagement across multiple territories. Through proactive outreach, data utilization, and strong relationship management, you will contribute directly to the effectiveness of the sales organization and the experience we deliver to advisors.

Requirements

Thrive in a fast-paced environment.
Manage multiple priorities with strong organization and attention to detail.
Take a proactive approach to outreach and coordination, driving engagement and ensuring effective execution.
Build strong relationships and partner effectively with internal teams and external advisors to deliver seamless experiences.
Comfortable leveraging systems and tools (e.g., CRM, reporting) to manage data and improve outcomes.
Approach challenges with a problem-solving mindset.
Adapt quickly as priorities evolve.
Collaborative team player with an interest in growing business acumen and developing within the organization.

Responsibilities

Driving advisor engagement through strategic scheduling and territory coordination.
Partnering closely with Sales Force Members and territory teams to execute outreach strategies.
Managing meeting logistics and ensuring seamless coordination across stakeholders.
Serving as a key point of contact for territory operations.
Managing calendars, communications, and reporting.
Helping optimize productivity and engagement across multiple territories.
Contributing directly to the effectiveness of the sales organization and the experience delivered to advisors through proactive outreach, data utilization, and strong relationship management.