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 the 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 $50,000-$55,000.
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 $30,000. 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 either Chicago, IL, Encino, CA, 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 a 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.
Who We Are & What We Offer:
AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.
- Flex Time Off or Paid Time/Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Fitness Reimbursement
- Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
About Us
AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth.
To learn more about us, visit our website.
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