Sales Coordinator

AssetMark is a leading provider of investment solutions for independent financial planners, and they are seeking a Sales Coordinator to support their sales team. This role offers substantial growth potential in sales and finance, ideal for a strong communicator with problem-solving skills.ResponsibilitiesGenerate and manage financial reports for the sales teamPerform maintenance and administration tasks within SalesforceOrder marketing materials for advisors, prospective advisors, and the sales teamExecute call campaigns to drive participation in conferences, webinars, and regional eventsPerform other related duties as assigned to support the team’s goalsSkillsStrong time management and organizational skillsAbility to adapt quickly and prioritize tasks effectively in a fast-paced environmentSelf-motivated with the ability to work independentlyStrong interpersonal and phone communication skillsProficient in using Microsoft Office applications (Excel, Word, PowerPoint)Bachelor's degree in a business or finance fieldSales or customer service experienceCandidates must be legally authorized to work in the US to be consideredBenefitsFlex Time or Paid Time Off and Sick Time Off401K – 6% Employer MatchMedical, Dental, Vision – HDHP or PPOHSA – Employer contribution (HDHP only)Volunteer Time OffCareer Development / RecognitionFitness ReimbursementHybrid Work ScheduleCompany OverviewAssetMark 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 http://www.assetmark.com.



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