Hybrid Sales Coordinator

Posted last week

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About the role

  • Sales Coordinator at AssetMark managing financial reports and supporting the sales team. Requires strong communication and organizational skills in a high-paced environment.

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

Requirements

  • Bachelor’s degree in a business or finance field
  • Sales or customer service experience
  • 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)

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

Job title

Sales Coordinator

Job type

Experience level

Mid levelSenior

Salary

$45,000 - $50,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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