Job Overview
The Job/What You’ll Do As a Sales Coordinator at AssetMark, you support our sales team while gaining experience in a dynamic environment. This role offers growth potential in sales, finance, and more. Ideal for strong communicators who enjoy helping customers achieve their goals. Responsibilities
Generate and manage financial reports for the sales team Perform maintenance and administration tasks within Salesforce Order marketing materials for 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 Knowledge, Skills, and Abilities
Strong time‑management and organizational skills Ability to adapt quickly and prioritize tasks in a fast‑paced environment Self‑motivated and able to work independently Strong interpersonal and phone communication skills Proficient with Microsoft Office applications (Excel, Word, PowerPoint) Education & Experience
Bachelor’s degree in business or finance Sales or customer service experience Compensation
Base Salary:
$45,000–$50,000 (depending on experience). Eligible for additional variable incentive compensation and competitive benefits. Legal Requirements
Candidates must be legally authorized to work in the US. Visa sponsorship not available. Who We Are & What We Offer
AssetMark shapes the future of financial services. We combine technology, insight, and collaboration to create new possibilities for advisors, our people, and our investors. Join a team that sets new standards and thrives. Our Mission
Help 10,500+ financial advisors make a meaningful difference in their clients’ lives through powerful technology, holistic support, and expert consulting. Our Values
Heart. Client Success. Integrity. Respect. Excellence. What We Believe In
Leading with Heart—making a difference in the lives of others Obsessing over Client Success—focus on what matters to clients Unyielding Integrity—doing what’s right, always Collective Respect—authentic, inclusive, valuing all voices Operating with Excellence—learning fast, improving, innovating, collaborating Our Culture & Benefits
Flex Time or PTO 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 As an Equal Opportunity Employer, AssetMark builds a diverse, inclusive workplace where everyone feels valued.
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The Job/What You’ll Do As a Sales Coordinator at AssetMark, you support our sales team while gaining experience in a dynamic environment. This role offers growth potential in sales, finance, and more. Ideal for strong communicators who enjoy helping customers achieve their goals. Responsibilities
Generate and manage financial reports for the sales team Perform maintenance and administration tasks within Salesforce Order marketing materials for 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 Knowledge, Skills, and Abilities
Strong time‑management and organizational skills Ability to adapt quickly and prioritize tasks in a fast‑paced environment Self‑motivated and able to work independently Strong interpersonal and phone communication skills Proficient with Microsoft Office applications (Excel, Word, PowerPoint) Education & Experience
Bachelor’s degree in business or finance Sales or customer service experience Compensation
Base Salary:
$45,000–$50,000 (depending on experience). Eligible for additional variable incentive compensation and competitive benefits. Legal Requirements
Candidates must be legally authorized to work in the US. Visa sponsorship not available. Who We Are & What We Offer
AssetMark shapes the future of financial services. We combine technology, insight, and collaboration to create new possibilities for advisors, our people, and our investors. Join a team that sets new standards and thrives. Our Mission
Help 10,500+ financial advisors make a meaningful difference in their clients’ lives through powerful technology, holistic support, and expert consulting. Our Values
Heart. Client Success. Integrity. Respect. Excellence. What We Believe In
Leading with Heart—making a difference in the lives of others Obsessing over Client Success—focus on what matters to clients Unyielding Integrity—doing what’s right, always Collective Respect—authentic, inclusive, valuing all voices Operating with Excellence—learning fast, improving, innovating, collaborating Our Culture & Benefits
Flex Time or PTO 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 As an Equal Opportunity Employer, AssetMark builds a diverse, inclusive workplace where everyone feels valued.
#J-18808-Ljbffr