Sales Coordinator

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 in a 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.  This is a full-time position in our Charlotte, NC office with a hybrid work schedule. 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…