Hybrid Sales Consultant: Growth for Financial Advisors

AssetMark; Charlotte (NC); Hybrid; USD 57,000 - 63,000; Full time

Benefits offered by this job

Flexible time off

401k match

Medical/Dental/Vision insurance

HSA

Volunteer time off

Career development

Fitness reimbursement

Hybrid work schedule

Job summary

AssetMark, the leading provider of investment solutions for independent financial planners, is seeking a Sales Consultant to join our field team in a hybrid role. You will partner with a senior sales professional to drive product sales, build relationships with Investment Advisors, and identify opportunities to grow assets and territory performance.

Responsibilities include consulting on investment allocation, using sales software to illustrate performance, and delivering compelling proposals.

Qualifications

• Bachelor's degree in business or finance.
• 2+ years of experience in the financial services industry.
• FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required.
• Candidates must be legally authorized to work in the US; no visa sponsorship.

Responsibilities

• Identify objectives, circumstances, and needs of the advisor's business and client base.
• Educate, influence, and persuade advisors on platform benefits.
• Proactively communicate to identify needs and expand partnership opportunities.
• Stay up to date with investment information, platform updates, and market events.
• Proactive outreach to prospective clients via cold calls and lead lists; maintain sales pipeline.

Skills

Time management

Team collaboration

Independent work

Communication

Relationship building

Education

Bachelor's degree in business or finance

Tools

Salesforce

Microsoft Office

Job description

AssetMark, the leading provider of investment solutions for independent financial planners, is seeking a Sales Consultant to join our field team in a hybrid role. You will partner with a senior sales professional to drive product sales, build relationships with Investment Advisors, and identify opportunities to grow assets and territory performance.

Responsibilities include consulting on investment allocation, using sales software to illustrate performance, and delivering compelling proposals.