Internal Solutions Consultant

AssetMark; Charlotte (NC); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Flex Time or Paid Time Off

401K – 6% employer match

Medical, Dental, Vision

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark is seeking a driven Internal Sales Representative to work in a hybrid environment from Charlotte, NC. This role involves engaging clients and supporting sales strategies while collaborating with Business Development teams.

The ideal candidate will have experience in the financial services sector and demonstrate strong communication skills. The compensation includes a salary range of $80,000–$100,000, accompanied by a comprehensive benefits package.

Benefits include a 401K match, medical, dental, vision coverage, and paid time off.

Qualifications

• 1-3 years of exposure to the financial services industry.
• Ability to influence decision-making and maintain client relationships.
• Strong multitasking skills in a fast-paced environment.

Responsibilities

• Engage clients via online meetings, telephone, and email.
• Profile prospective clients and follow up on leads.
• Conduct market research and share insights with the sales team.

Skills

Strong communication skills

Problem-solving and critical thinking

Attention to detail

Time management and organizational skills

Education

1-3 years exposure to the financial services industry

Tools

Salesforce

Job description

The Job/What You’ll Do

Adhesion is seeking a driven Internal Sales Representative to collaborate with Business Development professionals, drive territory strategy, and support growth initiatives.

Location: Hybrid schedule in either Chicago, IL or Charlotte, NC.

Responsibilities

• Proactively engage clients and prospective clients via online meetings, telephone, and email to drive sales agendas and support full engagement health.
• Profile prospective clients, take detailed notes, and follow up on leads from marketing campaigns, maintaining contacts in Salesforce.
• Assist in RFP responses by managing relevant information and collaborating with internal teams.
• Conduct market research to identify trends, competitors, and key accounts, and share relevant articles with the sales team.
• Maintain sales collateral and marketing materials for team distribution.
• Other duties as assigned.

Knowledge, Skills, and Abilities

• Strong communication skills for web meetings, phone, and in-person interactions.
• Thrives in a fast‑paced environment, works independently and as a self‑starter within a team.
• Ability to influence decision‑making, solve problems, and think critically with a client‑first mindset.
• Excellent attention to detail, multitasking, and prioritizing with great time‑management and organizational skills.

Education & Experience

• 1–3 years of exposure to the financial services industry.

Compensation

The base salary range for this position is $80,000–$100,000, with a comprehensive sales incentive package and competitive benefits.

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% employer match
• Medical, Dental, Vision (HDHP or PPO)
• HSA – employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

Candidates must be legally authorized to work in the U.S.; no visa sponsorship will be provided.

We are an Equal Opportunity Employer committed to building a diverse and inclusive workplace where everyone feels valued.