Sales Coordinator

Sales Coordinator at AssetMark. Hybrid work schedule available for candidates based 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 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 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. Prior sales or customer service experience is preferred.
Compensation

Base salary range: $45,000 – $50,000. Eligible for a comprehensive sales incentive package and competitive benefits.
Benefits

Flex Time or Paid Time Off and Sick Time Off.
401(K) with 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 is committed to building a diverse and inclusive workplace where everyone feels valued.
Applicants must be legally authorized to work in the US. Visa sponsorship is not available.

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