Hybrid Financial Solutions Consultant

AssetMark; Chicago (IL); Hybrid; USD 57,000 - 63,000; Full time

Benefits offered by this job

Hybrid Work Schedule

401K - 6% Employer Match

Medical, Dental, Vision

Job summary

AssetMark, a leading provider of investment solutions for independent financial planners, is seeking a Sales Consultant to partner with a senior sales team member. You will focus on building and nurturing relationships with Investment Advisors to support their growth and success, identify advisor needs, and drive new assets.

In this role you will consult on investment allocations, illustrate product performance with sales software, provide point-of-sale guidance, manage material requests, and

Qualifications

• Bachelor's degree in business or finance
• 2+ years of experience in the financial services industry
• Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66
• Candidates must be legally authorized to work in the US; visa sponsorship not provided

Responsibilities

• Identify objectives, circumstances, and needs of the advisor’s business to evaluate potential solutions
• Educate, influence, and persuade advisors on platform benefits
• Proactively communicate with advisors and identify expanded partnership opportunities
• Keep up to date with investment information, platform updates, materials, and market events
• Proactive outreach to prospective clients through cold calling while maintaining a sales pipeline

Skills

Sales experience

CRM proficiency

Client relationship management

Communication skills

Time management

Education

Bachelor's degree in business or finance

2+ years in financial services

Active FINRA licenses: Series 6, 63, 65 and/or Series 7 and 66

Tools

Salesforce

CRM tools

Excel

Word

PowerPoint

Job description

AssetMark, a leading provider of investment solutions for independent financial planners, is seeking a Sales Consultant to partner with a senior sales team member. You will focus on building and nurturing relationships with Investment Advisors to support their growth and success, identify advisor needs, and drive new assets.

In this role you will consult on investment allocations, illustrate product performance with sales software, provide point-of-sale guidance, manage material requests, and