Sales Coordinator

The Job/What You'll Do: 

As a Sales Coordinator at AssetMark 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 within our sales organization. This is an ideal opportunity for someone looking to get a start in the financial services industry with a fast-growing company that will support your goals toward getting industry licenses and professional growth. It is anticipated an individual hired into the Sales Coordinator role will transition to a licensed role within a reasonable timeframe.

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.

Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $10,000.  The achievement of the Sales Incentive Plan target will be based on performance to clearly stated goals and metrics.

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: 

• Manage financial reports, administrative tasks, and general support for our high-functioning sales team
• Partner with marketing to ensure appropriate materials are available for the sales team in support of current and potential advisor engagements
• Execute call campaigns to drive participation in conferences, webinars, and regional events

Knowledge, Skills, and Abilities: 

• Ability to adapt quickly and prioritize tasks effectively through strong time management and organizational skills, in a fast-paced environment
• Eager to learn and work both independently and as part of a team to achieve personal and company goals.
• Strong interpersonal and phone communication skills  

Education & Experience: 

• Bachelor’s degree in a business or finance field 
• Sales or customer service experience

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

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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.