AssetMark

financial services

SalesCoordinator

$45–50k Phoenix, Arizona, United States; Chicago, Illinois, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Sales Coordinator at AssetMark. Skills: Sales, Finance. Generate and manage financial reports for the sales team. Perform maintenance and administration tasks within Salesforce”

Industry & Context.

financial services
Problems you'll solve

problem-solving

Eligibility Requirements

Candidates must be legally authorized to work in the US to be considered., We are unable to provide visa sponsorship for this position.

What They're Looking For.

Must Have

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

What You'll Do.

Generate and manage financial reports for the sales team

Perform maintenance and administration tasks within Salesforce

Order marketing materials for advisors

Execute call campaigns to drive participation in conferences

Perform other related duties as assigned to support the team’s goals

How You'll Work.

Communication Scope

interpersonal communication skills; phone communication skills

Full Job Description

## **Job Description:** **The Job/What You 'll Do:** As a Sales Coordinator at AssetMark, the leading provider of investment solutions for independent financial planners, you will play a vital role in supporting our sales team while gaining valuable experience in a dynamic and multifaceted environment. This role offers substantial growth potential in sales, finance, and more. This is an ideal opportunity for a strong communicator with a talent for problem-solving who enjoys helping customers achieve their goals. **We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ or Chicago, IL.** **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 **Knowledge, Skills, and Abilities:** * 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) **Education & Experience:** * Bachelor’s degree in a business or finance field * Sales or customer service experience _Compensation: The Base Salary range for this position is between $45,000-$50,000._ __ _This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for a comprehensive sales incentive package and competitive benefits._ _Candidates mus

Free ATS check

Applying for this Sales Coordinator role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about AssetMark?

Real rants from real employees. Read before you apply.

Read Company Rants →