Sales Coordinator (Finance)

Location: Hybrid role based at 1650 Market Street, Philadelphia, Pennsylvania, United States

Company

hirify.global provides financial services and supports investment professionals and clients through its Clark Capital business.

What you will do

• Support internal and external sales teams across multiple assigned regions.
• Handle requests for investment proposals, Morningstar reports, and other sales materials from advisors and sales representatives.
• Maintain sales and referral databases, track referrals, and use telemarketing and customer profiling to generate leads.
• Schedule sales appointments and fulfill requests for information within agreed deadlines.
• Coordinate territory events, including attendee lists, invitations, venue planning, and venue suitability.
• Follow company processes and ensure compliance with industry and legal regulations.

Requirements

• Organizational and sales skills with the ability to manage multiple tasks and meet deadlines.
• Familiarity with Excel and the ability to learn internal technologies and programs.
• Strong verbal, written, communication, and interpersonal skills.
• Self-starter with a strong work ethic, resourcefulness, and willingness to learn about the investment business.
• Approximately 7–12 months of general work experience.
• A college degree is preferred; relevant fields include business administration or finance.

Culture & Benefits

• Hybrid workstyle with full-time employment.
• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Work is guided by client-first service, integrity, collaboration, accountability, and continuous improvement.
• People-first culture focused on respecting diverse backgrounds and experiences.