Job Description :

The Job / What You'll Do :

Are you a recent grad or professional seeking an exciting new career with growth potential? The Sales Coordinator role at AssetMark is an excellent opportunity to be part of a collaborative and energetic team in a dynamic industry.

As a Sales Coordinator, you'll gain experience in a multifaceted environment supporting our world-class sales executive team.

If you are skilled communicator and natural problem-solver, this opportunity can pave the way for a variety of career paths in sales and finance.

If you love working with people and helping customers achieve their goals, apply today!

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to any of our office locations in either Phoenix, AZ;

Encino, CA; or Chicago, IL.

Responsibilities :

• Generate and run financial reports for the sales team
• Maintenance and administration tasks within Salesforce.com
• Order marketing materials for advisors, prospective advisors, and sales team
• Work through call campaigns to fill conferences, webinars, and regional events when needed
• Work collaboratively with other departments in order to complete assigned tasks
• Provide back-up support to the Front Desk Administrator
• Other duties that may be assigned

Knowledge, Skills, and Abilities :

• Excellent interpersonal and phone skills
• Detail-oriented
• Organized
• Effective with time management / prioritization
• Active listener
• Quick learner
• Growth mindset
• Strong written and verbal communication
• Proficient in MS Office applications
• Ability to analyze and solve problems
• Ability to work both independently and collaboratively

Education & Experience :

• B.A. or B.S (4-year degree)
• Sales or customer service experience a plus

Compensation : The Base Salary range for this position is between $40,000-$45,000.

This position will also be eligible for additional variable incentive compensation and competitive benefits.

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

Who We Are & What We Offer :

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support.

We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions.

AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation.

Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time / 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 is committed to building a diverse and inclusive workplace where everyone feels valued.

Last updated : 2024-05-07