Sales Coordinator

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.

Location and Work Schedule
We can consider candidates 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 and $50,000. This position will also be eligible for a comprehensive sales incentive package and competitive benefits.

Benefits

Flex Time or Paid Time Off and Sick Time Off

401(k) – 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

Employment Eligibility
Candidates must be legally authorized to work in the U.S. to be considered. We are unable to provide visa sponsorship for this position.

Equal Opportunity Employer
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

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