Inside Retirement Sales Consultant – SDBA Focus

AssetMark

United States

On-site

USD 110,000 - 122,000

Full time

5 days ago

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Benefits offered by this job

Hybrid Work Schedule

401K – 6% Employer Match

Medical, Dental, Vision

Volunteer Time Off

Career Development

Job summary

AssetMark is seeking an Internal Retirement & SDBA Sales Consultant to join its Retirement Services sales organization in the US. You will partner with the Regional Consultant to grow retirement plan and SDBA opportunities, educate advisors, coordinate proposals, and drive opportunities from discovery through close.

The role requires strong organization, proactive prospecting, and collaboration with AssetMark teams, recordkeepers, and strategic partners to expand adoption and forecast territory

Qualifications

Bachelor's degree in Business/Finance or related field preferred.
SIE and Series 6/63/65 or Series 7/66 licenses required.
Strong outbound sales and advisor engagement experience.

Responsibilities

Partner with the Regional Consultant to execute territory strategy.
Generate retirement plan and SDBA opportunities via outbound outreach.
Coordinate proposals, benchmarking, and advisor meetings.
Maintain accurate CRM pipeline and forecast.
Engage with recordkeepers and DCIO partners.

Skills

Consultative selling

Relationship management

Outbound sales

Advisor engagement

CRM / Salesforce

Education

Bachelor’s degree in Business Administration, Finance, or related field

SIE, Series 6/63/65 or 7/66 licenses

Tools

Salesforce

Microsoft Office

Job description

The role requires strong organization, proactive prospecting, and collaboration with AssetMark teams, recordkeepers, and strategic partners to expand adoption and forecast territory

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