Internal Retirement & SDBA Growth Consultant

Socket.dev; North Carolina; On-site; USD 110,000 - 122,000; Full time

Benefits offered by this job

Flexible Time Off

401K – 6% Employer Match

Medical, Dental, Vision

HSA – Employer contribution

Volunteer Time Off

Hybrid Work Schedule

Job summary

AssetMark seeks an Internal Retirement & SDBA Sales Consultant to drive retirement plan and self-directed brokerage growth. You will partner with the Regional Consultant to identify opportunities, coordinate proposals, and educate advisors on AssetMark Retirement Services.

In this role you will generate opportunities, manage pipeline in Salesforce, and support advisor engagements across the territory. A bachelor’s degree and relevant licenses are required, with 3–7 years of experience preferred.

Qualifications

• Bachelor’s degree in Business Administration, Finance, or related field preferred.
• 3–7 years of experience in retirement plan sales or related role preferred.
• SIE, Series 6/63/65 or Series 7/66 licenses required or in process.

Responsibilities

• Develop new retirement plan and SDBA opportunities with advisers.
• Coordinate proposals, benchmarking, and solution discussions.
• Maintain accurate Salesforce pipeline and follow up weekly.
• Educate and engage advisors on AssetMark Retirement Services.

Skills

Consultative selling

Relationship management

Presentation

Communication

Education

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

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

Tools

Salesforce

Microsoft Office

Job description

AssetMark seeks an Internal Retirement & SDBA Sales Consultant to drive retirement plan and self-directed brokerage growth. You will partner with the Regional Consultant to identify opportunities, coordinate proposals, and educate advisors on AssetMark Retirement Services.

In this role you will generate opportunities, manage pipeline in Salesforce, and support advisor engagements across the territory. A bachelor’s degree and relevant licenses are required, with 3–7 years of experience preferred.