Hybrid Sales Support & Territory Coordinator

Capital Group; San Antonio (TX); Hybrid; USD 52,000 - 84,000; Full time

Benefits offered by this job

Health benefits from day one

Flexible work options

Charitable giving matching

Job summary

Capital Group is seeking a Sales Support Coordinator in San Antonio to support wealth management sales teams with scheduling, territory coordination, and advisor engagement. You will work closely with Sales Force Members and territory teams to execute outreach strategies and manage calendars and communications, driving efficient operations across regions.

The role emphasizes proactive outreach, data-driven decisions, and strong relationship management in a fast-paced environment.

Qualifications

• Must be able to manage multiple priorities with strong organization and attention to detail.
• Proactive outreach and coordination with internal teams and external advisors.
• Experience leveraging CRM, reporting systems and data to improve outcomes.

Responsibilities

• Drive advisor engagement through strategic scheduling and territory coordination.
• Partner with Sales Force Members and territory teams to execute outreach strategies.
• Manage calendars, communications, and reporting across stakeholders.
• Help optimize productivity and engagement across multiple territories.

Skills

CRM experience

Relationship management

Data analysis

Organizational skills

Tools

CRM software

Reporting tools

Calendar apps

Job description

Capital Group is seeking a Sales Support Coordinator in San Antonio to support wealth management sales teams with scheduling, territory coordination, and advisor engagement. You will work closely with Sales Force Members and territory teams to execute outreach strategies and manage calendars and communications, driving efficient operations across regions.

The role emphasizes proactive outreach, data-driven decisions, and strong relationship management in a fast-paced environment.