Business Development Consultant – Sales
| Company | AssetMark |
|---|---|
| Location | Chicago, IL, USA, Phoenix, AZ, USA |
| Salary | $65000 – $80000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Strong time management and organizational skills
- Ability to foster a cohesive and supportive team environment
- Ability to switch focuses and prioritize competing objectives as needed
- Self-motivated with the ability to work independently
- Experience evaluating managed money platforms
- Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
- Bachelor’s degree in a business or finance field
- 4+ years of experience in the financial services industry
- 4+ years of phone and in-person sales experience
- Experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
- Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 required
- Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Responsibilities
- Advise prospective advisors on AssetMark’s wealth management platform, investment solutions, and client engagement offerings
- Communicate the benefits of platform features and guide advisors in selecting solutions that align with their business needs
- Provide consultative support on product details, performance, portfolio positioning, and investment allocations
- Deliver clear, compelling presentations on AssetMark’s value proposition at advisor-focused events
- Proactive and continuous outreach to prospective clients through cold calling utilizing focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, leads garnered through marketing campaigns, etc.) while maintaining a sales pipeline in order to facilitate a handoff to the regional sales team
- Travel up to 30% to attend company, client, and territory events
Preferred Qualifications
-
No preferred qualifications provided.