Sales Coordinator

AssetMark is the leading provider of investment solutions for independent financial planners, and they are seeking a Sales Coordinator to support their sales team. This role involves generating financial reports, managing Salesforce tasks, and executing call campaigns to enhance participation in events. 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 Skills 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) Candidates must be legally authorized to work in the US to be considered 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 Company Overview AssetMark is an investment adviser registered with the Securities and Exchange Commission. It was founded in 1996, and is headquartered in Concord, California, USA, with a workforce of 501-1000 employees. Its website is