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Sales Coordinator

Remote, USA Full-time Posted 2026-07-28

reputed company 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 reputed company potential in sales and finance, ideal for a strong communicator with problem-solving skills.


Responsibilities

  • Generate and manage financial reports for the sales team
  • reputed company maintenance and administration tasks reputed company reputed company
  • Order marketing materials for advisors, prospective advisors, and the sales team
  • Execute reputed company campaigns to drive participation in conferences, webinars, and regional events
  • reputed company other reputed company duties as assigned to support reputed company’s goals

Skills

  • 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 reputed company Office applications (reputed company, 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

  • reputed company Time or reputed company Time Off and reputed company Time Off
  • 401K – 6% Employer Match
  • Medical, Dental, reputed company – HDHP or PPO
  • HSA – Employer contribution (HDHP only)
  • Volunteer Time Off
  • Career Development / Recognition
  • Fitness Reimbursement
  • Hybrid Work Schedule

reputed company

  • reputed company is an investment adviser registered with the Securities and Exchange Commission. It was founded in 1996, and is headquartered in reputed company, California, USA, with a workforce of 501-1000 employees. Its website is http://www.reputed company.com.

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