Internal Retirement & SDBA Growth Specialist

AssetMark; North Carolina; On-site; USD 110,000 - 122,000; Full time

Benefits offered by this job

Flex Time or PTO & Sick Time

401K – 6% Employer Match

Medical, Dental, Vision

HSA – Employer contribution

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark is seeking an Internal Retirement & SDBA Sales Consultant to partner with the Regional Consultant and drive retirement plan and SDBA opportunities. You will educate advisors, coordinate proposals, and manage a complete pipeline from identification to close.

This role requires 3–7 years in retirement plan sales, licenses (SIE, Series 6/63/65 or 7/66), and proficiency in Salesforce and MS Office. Hybrid work with base salary plus incentive is offered.

Qualifications

• Bachelor’s degree in Business Administration, Finance, or related field preferred.
• 3–7 years of retirement plan sales or related experience; licenses SIE, Series 6/63/65 or 7/66 required.
• Proficiency with Salesforce and Microsoft Office; strong consultative selling skills.

Responsibilities

• Partner with the Regional Consultant as the primary internal sales partner.
• Develop and execute a coordinated territory strategy with defined priorities.
• Prepare advisor meetings, reviews, and strategic partner discussions.
• Coordinate follow-up to progress opportunities through the sales process.
• Maintain pipeline activity, advisor engagement, and next steps in Salesforce.
• Educate advisors on AssetMark retirement services and SDBA capabilities.
• Support opportunities from discovery through close and onboarding.

Skills

Consultative selling

Communication

Relationship management

Salesforce proficiency

Pipeline management

Education

Bachelor’s degree in Business Administration or Finance

3–7 years retirement plan sales experience

SIE and Series 6/63/65 or 7/66 licensed

Tools

Salesforce

Microsoft Office

Job description

AssetMark is seeking an Internal Retirement & SDBA Sales Consultant to partner with the Regional Consultant and drive retirement plan and SDBA opportunities. You will educate advisors, coordinate proposals, and manage a complete pipeline from identification to close.

This role requires 3–7 years in retirement plan sales, licenses (SIE, Series 6/63/65 or 7/66), and proficiency in Salesforce and MS Office. Hybrid work with base salary plus incentive is offered.