Job Description:
The Job/What You'll Do:
As a Sales Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will partner with a senior sales team member to drive product sales and strategic initiatives. Your primary focus will be on building and nurturing strong relationships with Investment Advisors to support their success and growth.
In this role, you will identify advisor needs, find new opportunities, support territory growth, and drive production of new assets.
To do this, you will consult on investment allocation, utilize sales software to illustrate product performance, provide point-of-sale consultation on products and proposals, manage and fulfill sales material requests & provide coverage for team members as needed.
The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.
Compensation: The Base Salary range for this position is between $57,000-$63,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.
Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $45,000. The achievement of the Sales Incentive Plan target will be based on performance to clearly stated goals and metrics.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Chicago, IL, Charlotte, NC, or Phoenix, AZ .
Responsibilities:
Identify individual objectives, circumstances, and needs of the advisor’s business, and their client base to assist them in evaluating potential solutions
Educate, influence, and persuade advisors on the key benefits of various platform offerings considering their business needs
Proactively communicate with advisors and ask insightful questions to identify additional needs and highlight expanded partnership opportunities
Keep up to date with relevant investment information, including platform updates, marketing materials, operational changes, industry news, and market events
Proactive and continuous outreach to prospective clients through cold calling utilizing focused lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, marketing campaign leads, etc.) while maintaining a sales pipeline
Knowledge, Skills, and Abilities:
Strong time management and organizational skills
Ability to foster a cohesive and supportive team environment
Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment
Self-motivated with proven ability to work independently
Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
Experience evaluating managed money platforms
Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
Education & Experience:
Bachelor’s degree in a business or finance field
2+ years of experience in the financial services industry
Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
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Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert…