Sales Coordinator

AssetMark

Phoenix, AZ

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JOB DETAILS

SALARY

$45,000–$50,000 Per Year

SKILLS

Administrative Skills, Campaigns, Career Development, Communication Skills, Conferences, Consulting, Continuous Improvement, Customer Experience, Customer Support/Service, DNA, Establish Priorities, Finance, Financial Management, Financial Planning, Financial Reporting, Financial Services, Fitness, Interpersonal Skills, Marketing, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Organizational Skills, Preferred Provider Organization (PPO), Problem Solving Skills, Process Improvement, Reimbursement, Revenue Growth, Revenue/Sales Reporting, Sales, Sales Prospecting, Sales Support, Salesforce.com, Service Delivery, Team Building, Telephone Skills, Time Management, Webinar

LOCATION

Phoenix, AZ

POSTED

1 day ago

Job Description:

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 ina 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.

We can consider candidates for this position 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-$50,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for a comprehensive sales incentive package 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.

#LI-CR1

#LI-hybrid

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what's right, always. Even when it's hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.

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

About the Company

AssetMark

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