AssetMark

financial services

SalesConsultant

$45–70k Chicago, Illinois, United States; Phoenix, Arizona, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“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.

financial services
Eligibility Requirements

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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