Sales Consultant

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

Benefits offered by this job

Hybrid Work Schedule

401K - 6% Employer Match

Medical, Dental, Vision

Job summary

AssetMark, a leading provider of investment solutions for independent financial planners, is seeking a Sales Consultant to partner with a senior sales team member. You will focus on building and nurturing relationships with Investment Advisors to support their growth and success, identify advisor needs, and drive new assets.

In this role you will consult on investment allocations, illustrate product performance with sales software, provide point-of-sale guidance, manage material requests, and

Qualifications

• Bachelor's degree in business or finance
• 2+ years of experience in the financial services industry
• Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66
• Candidates must be legally authorized to work in the US; visa sponsorship not provided

Responsibilities

• Identify objectives, circumstances, and needs of the advisor’s business to evaluate potential solutions
• Educate, influence, and persuade advisors on platform benefits
• Proactively communicate with advisors and identify expanded partnership opportunities
• Keep up to date with investment information, platform updates, materials, and market events
• Proactive outreach to prospective clients through cold calling while maintaining a sales pipeline

Skills

Sales experience

CRM proficiency

Client relationship management

Communication skills

Time management

Education

Bachelor's degree in business or finance

2+ years in financial services

Active FINRA licenses: Series 6, 63, 65 and/or Series 7 and 66

Tools

Salesforce

CRM tools

Excel

Word

PowerPoint

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.

The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.

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, & 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 culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together.

We also offer a wide range of benefits to support you and your family - because thriving at work starts with thriving in life.

• 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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth.