Sales Coordinator

Job Overview

The Job/What You’ll Do
As a Sales Coordinator at Asset Mark, you support our sales team while gaining experience in a dynamic environment. This role offers growth potential in sales, finance, and more. Ideal for strong communicators who enjoy helping customers achieve their goals.

• Generate and manage financial reports for the sales team
• Perform maintenance and administration tasks within Salesforce
• Order marketing materials for 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

• Strong time‑management and organizational skills
• Ability to adapt quickly and prioritize tasks in a fast‑paced environment
• Self‑motivated and able to work independently
• Strong interpersonal and phone communication skills
• Proficient with Microsoft Office applications (Excel, Word, PowerPoint)

• Bachelor’s degree in business or finance
• Sales or customer service experience

Base Salary: $45,000–$50,000 (depending on experience). Eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US. Visa sponsorship not available.

Asset Mark shapes the future of financial services. We combine technology, insight, and collaboration to create new possibilities for advisors, our people, and our investors. Join a team that sets new standards and thrives.

Help 10,500+ financial advisors make a meaningful difference in their clients’ lives through powerful technology, holistic support, and expert consulting.

Heart. Client Success. Integrity. Respect. Excellence.

• Leading with Heart—making a difference in the lives of others
• Obsessing over Client Success—focus on what matters to clients
• Unyielding Integrity—doing what’s right, always
• Collective Respect—authentic, inclusive, valuing all voices
• Operating with Excellence—learning fast, improving, innovating, collaborating

• Flex Time or PTO 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

As an Equal Opportunity Employer, Asset Mark builds a diverse, inclusive workplace where everyone feels valued.