Hybrid Sales Coordinator

at AssetMark

• Job title: Sales Coordinator
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $45,000 - $50,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Phoenix, United States

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