Advisor Growth & Retention Consultant (Hybrid)

AssetMark; Chicago (IL); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Flex Time

401K Match

Medical/Dental/Vision

HSA

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid Schedule

Job summary

AssetMark is seeking an Advisor Success Consultant to retain assets and grow advisor relationships. You will manage a book of about 200 advisors, focusing on problem-solving and identifying growth opportunities within your territory.

Based in Chicago, Phoenix, or Encino, you will work a hybrid schedule and travel about 30% to events, contributing to a high-impact sales team dedicated to client success.

Qualifications

• BA/BS required with 4+ years in financial services.
• Proven consultative sales success and meeting goals.
• Experience selling managed money platforms and using Salesforce.

Responsibilities

• Diagnose advisor experience and plan growth with AssetMark.
• Build long-lasting advisor relationships to retain assets.
• Educate and consult on investment, service, and client offerings.
• Promote growth by identifying advisor needs and opportunities.
• Engage in face-to-face and phone-based sales with advisors.

Skills

Consultative sales

Territory management

Problem solving

Phone, email, in-person selling

Public speaking

Team collaboration

Self-starter

Experience selling managed money

Salesforce.com experience

Education

BA or BS (4-year degree)

4+ years in financial services

2+ years sales consultant role experience

Tools

Salesforce.com

Job description

AssetMark is seeking an Advisor Success Consultant to retain assets and grow advisor relationships. You will manage a book of about 200 advisors, focusing on problem-solving and identifying growth opportunities within your territory.

Based in Chicago, Phoenix, or Encino, you will work a hybrid schedule and travel about 30% to events, contributing to a high-impact sales team dedicated to client success.