Hybrid Sales Development Specialist

AssetMark; Phoenix (AZ); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Flex Time / PTO

401K – 6% match

Medical, Dental, Vision

Hybrid Work Schedule

Volunteer Time Off

Job summary

AssetMark is seeking ambitious, results-driven sales professionals to join our Business Development organization as a Business Development Specialist (BDS). This role blends meaningful sales responsibility with broad exposure across the organization and a structured path to develop toward future sales opportunities.

You will support Business Development Consultants across an assigned region, drive outbound prospecting, meeting generation, and event outreach, and gain visibility into how advisor

Qualifications

• Active FINRA licenses required and field experience preferred.
• Experience in sales or financial services is valued.
• Hybrid work proximity to Chicago, IL; Charlotte, NC; or Phoenix, AZ is a plus.

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 target prioritization, messaging, and territory strategy.
• Participate in regional and Ensemble Team meetings and observe advisor sales conversations.
• Learn how opportunities progress from first contact to discovery and handoff.

Skills

Strong verbal communication

Outbound prospecting

Resilient and persistent

Curious and coachable

Organized and detail-oriented

Build productive relationships

Interest in financial services

Education

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

Tools

Salesforce

Job description

AssetMark is seeking ambitious, results-driven sales professionals to join our Business Development organization as a Business Development Specialist (BDS). This role blends meaningful sales responsibility with broad exposure across the organization and a structured path to develop toward future sales opportunities.

You will support Business Development Consultants across an assigned region, drive outbound prospecting, meeting generation, and event outreach, and gain visibility into how advisor