Internal Wholesaler – Sales Consultant
| Company | AssetMark |
|---|---|
| Location | Chicago, IL, USA, Phoenix, AZ, USA |
| Salary | $45000 – $70000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Strong time management, organizational, and prioritization skills in fast-paced environments
- Proficient in using Salesforce or similar CRM tools to manage pipelines and territories effectively
- Experienced in evaluating managed money platforms and investment solutions
- 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
Responsibilities
- Proactive and continuous outreach to Advisors within your assigned territory to promote platform updates and enhancements, while developing and enhancing the sales pipeline during Advisor interactions
- Assess each advisor’s unique business needs and client circumstances to educate and guide them in evaluating platform solutions that best align with their goals
- Proactively communicate with advisors by asking 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
Preferred Qualifications
-
No preferred qualifications provided.