Sales Consultant

AssetMark Financial Holdings; Chicago (IL); Hybrid; USD 57,000 - 63,000; Full time

Job summary

AssetMark, a leading provider of investment solutions for independent financial planners, seeks a Sales Consultant in the Chicago area. You will partner with a senior team member to drive product sales and support advisor growth through consultative selling and strategic initiatives.

You will identify advisor needs, educate on platform offerings, manage sales materials, and maintain a Salesforce-driven pipeline.

Qualifications

• Bachelor's degree in business or finance required.
• 2+ years of experience in the financial services industry.
• Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 required.

Responsibilities

• Identify objectives and needs of the advisor's business and client base.
• Educate and persuade advisors on platform benefits aligned with their needs.
• Proactively communicate to identify additional needs and partnership opportunities.
• Stay updated on investment information, platform updates, and market events.
• Proactive outreach to prospective clients and maintain a sales pipeline.

Skills

CRM tools (Salesforce)

Relationship building

Communication skills

Education

Bachelor's degree in business or finance

FINRA Series 6/63/65 or 7/66 licenses

Tools

Salesforce CRM

Microsoft Office

Job description

Job Description

The Job/What You'll Do

As a Sales Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will partner with a senior sales team member to drive product sales and strategic initiatives. Your primary focus will be on building and nurturing strong relationships with Investment Advisors to support their success and growth.

In this role, you will identify advisor needs, find new opportunities, support territory growth, and drive production of new assets.

To do this, you will consult on investment allocation, utilize sales software to illustrate product performance, provide point-of-sale consultation on products and proposals, manage and fulfill sales material requests & provide coverage for team members as needed.

Compensation: The Base Salary range for this position is between $57,000-$63,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.

Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $45,000. The achievement of the Sales Incentive Plan target will be based on performance to clearly stated goals and metrics.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Chicago, IL, Charlotte, NC, or Phoenix, AZ.

Responsibilities

• Identify individual objectives, circumstances, and needs of the advisor's business, and their client base to assist them in evaluating potential solutions
• Educate, influence, and persuade advisors on the key benefits of various platform offerings considering their business needs
• Proactively communicate with advisors and ask insightful questions to identify additional needs and highlight expanded partnership opportunities
• Keep up to date with relevant investment information, including platform updates, marketing materials, operational changes, industry news, and market events
• Proactive and continuous outreach to prospective clients through cold calling utilizing focused lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, marketing campaign leads, etc.) while maintaining a sales pipeline

Knowledge, Skills, and Abilities

• Strong time management and organizational skills
• Ability to foster a cohesive and supportive team environment
• Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment
• Self-motivated with proven ability to work independently
• Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
• Experience evaluating managed money platforms
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)

Education & Experience

• Bachelor's degree in a business or finance field
• 2+ years of experience in the financial services industry
• Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
• Unyielding Integrity, doing what's right, always. Even when it's hard.
• Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our