What are the responsibilities and job description for the Sales Coordinator position at Clark Capital Group?
Clark Capital is seeking a motivated individual with proven organizational and sales skills to support the internal and external sales team in multiple assigned regions. The candidate should be a self-starter who is comfortable managing complex and evolving situations. The successful candidate will be a team player, resourceful, and selfless in the execution of all tasks.
Duties and Responsibilities
- Handle inbound requests for investment proposals, Morningstar reports, and other requests as needed from both the Clark sales team and advisors in their assigned territory. Ensure that all tasks are completed by the deadlines that are provided.
- Work with various departments/individuals within the organization to provide exceptional service to our financial advisors
- Handle daily territory management tasks to ensure maximum business efficiency, e.g., update and maintain CRM, provide supplemental scheduling
- Coordinate and manage events planned in the assigned territory:
- Track attendees and invite lists in Salesforce
- Manage the planning of the event with the venue selected
- Ensure the venue meets the needs of their team and is appropriate for the number of attendees
- Ensure compliance with industry and legal regulations and best practices, and adherence to company processes and procedures
- Maintain knowledge in developing trends and technologies in the industry
- Perform other duties as required
Competencies for Success
- Ability to handle multiple tasks at once and meet deadlines as needed
- Familiarity with Excel, ability to learn and master internal technologies and programs
- Willingness and enthusiasm to learn about the investment business
- Strong communication and interpersonal skills
- Strong work ethic, self-starter
- Excellent verbal and writing skills
- College degree preferred