Advisor Prospecting Growth Specialist

AssetMark Financial Holdings; Chicago (IL); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid work schedule

Annual incentive plan

Job summary

AssetMark Financial Holdings is seeking ambitious sales professionals for a Business Development Specialist role in a hybrid Chicago-area setting. You will own outbound prospecting, schedule qualified meetings, and partner with BDCs to drive advisor engagement across assigned regions.

The role offers a base salary between $50,000 and $60,000 with an annual incentive plan target up to $60,000, and a hybrid work option near Chicago, IL, Charlotte, NC, or Phoenix, AZ.

Qualifications

• Sales or financial services experience preferred.
• Active FINRA licenses are required.
• Strong prospecting and relationship-building skills.

Responsibilities

• Own high-volume outbound prospecting to financial advisors across a region.
• Execute targeted campaigns and identify advisor needs and opportunities.
• Schedule qualified meetings for BDCs and drive event participation.
• Follow up promptly and document activity in Salesforce.
• Collaborate with BDCs on messaging and territory strategy.
• Participate in regional meetings and observe advisor sales conversations.
• Develop proficiency from discovery to handoff in sales conversations.

Skills

Outbound prospecting

Sales

Communication

Relationship building

Sales targets

Education

FINRA licenses: Series 6/63/65

FINRA licenses: Series 7/66

Tools

Salesforce

Job description

AssetMark Financial Holdings is seeking ambitious sales professionals for a Business Development Specialist role in a hybrid Chicago-area setting. You will own outbound prospecting, schedule qualified meetings, and partner with BDCs to drive advisor engagement across assigned regions.

The role offers a base salary between $50,000 and $60,000 with an annual incentive plan target up to $60,000, and a hybrid work option near Chicago, IL, Charlotte, NC, or Phoenix, AZ.