AssetMark
financial services
SalesCoordinator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
problem-solving
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
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