AssetMark · 2 hours ago
Sales Coordinator
Chicago, IL
Full-time
Hybrid
New Grad, Entry Level
$45K/yr - $50K/yrAssetMark is the 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 who enjoys helping customers achieve their goals.
AdviceConsultingFinancial Services
No H1B
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
Qualification
Required
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
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
Company
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
Founded in 1996
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase