AssetMark
Financial Services
BusinessDevelopmentConsultant(Sales)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Business Development Consultant (Sales) at AssetMark. Skills: Business development, Sales, Client acquisition. Identify and onboard new advisors. Engage advisors on business solutions”
Industry & Context.
Travel up to 30%
What They're Looking For.
Must Have
Bachelor's degree in business or finance, 4+ years financial services experience, 4+ years phone sales experience, 4+ years in-person sales experience, Salesforce or similar CRM experience, Active FINRA licenses: Series 6, 63, and 65, Active FINRA licenses: Series 7 and 66
What You'll Do.
Identify and onboard new advisors
Engage advisors on business solutions
Demonstrate AssetMark's business solutions
Advise prospective advisors on platform
Communicate platform benefits
Guide advisors in selecting solutions
Provide consultative support on product
Deliver presentations on value proposition
Conduct proactive outreach to clients
Maintain sales pipeline
Facilitate handoff to regional sales
How You'll Work.
Team & Collaboration
Supportive team environment
Communication Scope
Compelling presentations
Full Job Description
## **Job Description:** **The Job/What You 'll Do:** As a Business Development Consultant at AssetMark, you will join AssetMark’s elite sales team focusing on successfully identifying and onboarding relationships with new advisors to the AssetMark platform. In this high-profile role, you'll focus on engaging with Advisors who desire to enhance their advisory practices by demonstrating how AssetMark’s business solutions can help them to meet the goals of their firm and their clients. This is an ideal opportunity for the sales professional whose business development skills routinely turn a first impression and new presentation into a long-term relationship. _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_ _$65,000-$80,000_ _._ _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_ _$80,000_ _. 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 Phoenix, AZ or Chicago, IL.** **Responsibilities:** * Advise prospective advisors on AssetMark’s wealth management platform, investment solutions, and client engagement offerings * Communicate the benefits of platform features and guide advisors in selecting solutions that align with their business needs * Provide consultative support on product details, performance, portfolio positioning, and investment allocations * Deliver clear, compelling presentations on AssetMark’s value proposition at advisor-focused events
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