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Clark Capital Management Group · 4 hours ago

Sales Coordinator

Philadelphia, PA

Full-time

Onsite

New Grad, Entry Level

Clark Capital Management Group is seeking a motivated individual to support their internal and external sales team. The role involves handling requests for investment proposals, managing territory tasks, coordinating events, and ensuring compliance with industry regulations.

Financial ServicesInsurance

Growth Opportunities

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