AssetMark
financial services
SalesConsultant
“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
Applying for this Sales Consultant role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about AssetMark?
Real rants from real employees. Read before you apply.