Sales Coordinator at AssetMark in Phoenix, AZ

Summary: AssetMark is a leading provider of investment solutions for independent financial planners, and they are seeking a Sales Coordinator to support their sales team. This role offers substantial growth potential in sales and finance, ideal for a strong communicator with problem-solving skills. 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 the 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 Required Qualifications: - 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) - 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 Required Skills: Salesforce, Microsoft Office Nice-to-Have Skills: Customer service experience, Bachelor's degree, Self-motivated Benefits: 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