Remote Internal Retirement & SDBA Growth Consultant

AssetMark; United States; Hybrid; USD 110,000 - 122,000; Full time

Benefits offered by this job

Hybrid Work Schedule

401K – 6% Employer Match

Medical, Dental, Vision – HDHP or PPO

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Job summary

AssetMark seeks an Internal Retirement & SDBA Sales Consultant to partner with the Regional Consultant and drive growth in retirement plan solutions and SDBAs. You will identify new opportunities, educate advisors, coordinate proposals, benchmarking, and manage opportunities from discovery to close.

You will work with financial advisors, AssetMark teams, recordkeepers, and partners to expand Retirement Services adoption, maintain pipeline, and ensure timely follow-ups across the territory.

Qualifications

• Bachelor's degree in Business Administration, Finance, or a related field preferred.
• Experience in retirement plan sales, financial services, internal wholesaling, or business development is a plus.
• SIE, Series 6/63/65 or 7/66 or similar licenses required.

Responsibilities

• Develop a coordinated territory strategy with priorities, opportunities, and sales activities.
• Prepare the Regional Consultant for advisor meetings, opportunity reviews, and discussions.
• Coordinate follow-up to move opportunities through the sales process.
• Maintain regular pipeline updates in Salesforce and ensure accurate forecasting.
• Engage advisors and partners; coordinate with internal teams to advance opportunities.
• Support SDBA adoption by educating advisors on capabilities and benefits.

Skills

Proactive outbound sales

Consultative selling

Strong organization

CRM proficiency

Communication skills

Relationship management

Education

Bachelor's degree in Business Administration/Finance or related field

Tools

Salesforce

Microsoft Office

Job description

AssetMark seeks an Internal Retirement & SDBA Sales Consultant to partner with the Regional Consultant and drive growth in retirement plan solutions and SDBAs. You will identify new opportunities, educate advisors, coordinate proposals, benchmarking, and manage opportunities from discovery to close.

You will work with financial advisors, AssetMark teams, recordkeepers, and partners to expand Retirement Services adoption, maintain pipeline, and ensure timely follow-ups across the territory.