Hybrid Outbound Business Development Specialist

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

Benefits offered by this job

Hybrid Work Schedule

401K – 6% Employer Match

Medical, Dental, Vision

HSA – Employer contribution

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Flexible time off

Job summary

AssetMark is seeking ambitious sales professionals for a Business Development Specialist role. You will drive outbound prospecting, support regional teams, and help create advisor engagements across an assigned region, while collaborating with multiple sales groups.

This role offers exposure to territory management and a clear path toward future sales opportunities. You will gain visibility into how opportunities develop, participate in events, and build a measurable sales track record under

Qualifications

• Previous sales, business development, or financial services experience preferred.
• Active FINRA licenses (Series 6/63/65 or 7/66) required.
• US work authorization; visa sponsorship not offered.

Responsibilities

• Own high-volume outbound prospecting to financial advisors across an assigned region.
• Execute targeted campaigns and identify advisor needs, catalysts, and opportunities.
• Schedule qualified meetings for BDCs and drive advisor participation in AssetMark events.
• Conduct timely follow-up and capture advisor intelligence in Salesforce.
• Partner with BDCs on prioritization, messaging, and territory-specific strategy.

Skills

Verbal communication

Outbound prospecting

Relationship building

Coachability

Organizational skills

Persistence

Education

FINRA licenses (Series 6/63/65 or 7/66)

Tools

Salesforce

Job description

AssetMark is seeking ambitious sales professionals for a Business Development Specialist role. You will drive outbound prospecting, support regional teams, and help create advisor engagements across an assigned region, while collaborating with multiple sales groups.

This role offers exposure to territory management and a clear path toward future sales opportunities. You will gain visibility into how opportunities develop, participate in events, and build a measurable sales track record under