Sales Coordinator Team Lead

Job Description:

The Job/

What You’ll Do:

Leads the ongoing development and support of the Sales Coordinator team through coaching, training, feedback, best-practice sharing, and performance accountability. Partners with Internal Sales Leaders and Sales Training on staffing models, hiring, licensing, training plans, and initiatives that improve productivity and business growth. Oversees day-to-day operations, including the Sales Coordinator queue, staffing, timecards, escalated questions, advisor situations, and other assigned responsibilities.

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

• Ongoing support and development of assigned Team of Sales Coordinators
• Work closely with Internal Sales Leaders to develop appropriate staffing models/assignments to support business growth
• Work closely with Sales Leader to interview and hire new Sales Coordinators/Associates
• Develops, along with Sales Training, the initial, and ongoing training and development plans for Sales Coordinators
• Conducts one-on-one check-in meetings with each Sales Coordinator as needed to review coaching needs, task and accuracy reviews, productivity and efficiency ideas, and ongoing training support
• Proactively gathers feedback from the Internal Sales Teams & Leaders regarding processes, potential coaching needs, productivity & efficiency ideas, and ongoing training support for the Sales Coordinator Team
• Conduct group meetings to facilitate the promotion of idea sharing, best practices, peer training, and other best practices for the role
• Gather feedback, ideas, and process improvements from the Sales Coordinator Team and work closely with the Internal Sales Leaders and/or functional department to help implement
• Work closely with other Sales Managers to develop and implement plans to increase production across the Sales Coordinator Team
• Day-to-day management of Sales Coordinators, including, but not limited to: sales coordinator request queue management, timecards/PTO/daily staffing, primary point-of-contact for escalated questions, or escalated/time sensitive/requests or advisor situations
• Holds the team accountable to pursuing and completing licensing within the provided timelines
• Other duties as assigned

• Strong leadership, coaching, mentoring, and motivational skills
• Ability to provide clear, timely, and constructive feedback
• Ability to analyze performance metrics and use data to identify trends and opportunities
• Consultative approach to team building and training
• Demonstrated problem-solving skills
• Demonstrated ability to communicate over the phone and in person
• Demonstrated written and verbal communication
• Demonstrated time management and organizational skills
• Demonstrated ability to build trusting relationships and collaborate effectively across teams
• A self-starter who takes initiative and can work independently
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint), Morningstar, , Riskalyze
• Proficient in using Asset Mark proprietary technology

• BA or BS is Required
• 4+ years of experience in the financial services industry is preferred
• 1+ year in the Asset Mark Sales Coordinator Role
• Experience in Training and Development
• Extensive public speaking experience
• Asset Mark  experience
• FINRA licenses:
  Series 6, 63, and/or Series 7 and 6, preferred

The Base Salary range for this position is between $80,000-$90,000. This information reflects a base salary range that Asset Mark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, experience, and actual work location. This position will also be eligible for a comprehensive sales incentive package…