AssetMark
financial services
SalesConsultant
Neural analysis suggests this role is
optimal for Entry candidates.
“Sales Consultant at AssetMark. Skills: Sales, Relationship building, Financial advising. Partner with senior sales team. Drive product sales”
What You'll Achieve.
Drive product sales; Support advisor success and growth; Increase production; Support territory growth
Industry & Context.
Candidates must be legally authorized to work in the US, Unable to provide visa sponsorship
What They're Looking For.
Must Have
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
What You'll Do.
Partner with senior sales team
Build and nurture relationships
Prospect for new opportunities
Identify advisor needs
Manage sales material requests
Illustrate product performance
Provide point-of-sale consultation
Assist advisors with service inquiries
Support territory growth
Provide coverage for team members
Proactive outreach to prospective clients
Maintain a sales pipeline
Educate advisors on platform benefits
Communicate with advisors
Identify additional needs
Keep up to date with investment information
How You'll Work.
Team & Collaboration
Partner with a senior sales team member; Foster a cohesive and supportive team environment; Collaborating to find new and better solutions
Communication Scope
Communicate with advisors; Ask insightful questions
Full Job Description
## **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 apply sales training to prospect for new opportunities, identify advisor needs, and increase production. Additionally, you will manage and fulfill sales material requests, utilize sales software to illustrate product performance, and provide point-of-sale consultation on product details, fund performance, fund holdings, and investment allocation. You will also assist advisors with basic service inquiries, support territory growth, and 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 $45,000-$70,000._ _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 or Phoenix, AZ.** **Responsibilities:** * 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 pipe
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