Req-003313 Internal Wholesaler Specialist (Sales Consultant Specialist)

Sales Consultant Specialist

As a Sales Consultant Specialist at AssetMark, you will play a crucial role in supporting our sales team as they build and nurture new client relationships. You will facilitate opportunities to increase productivity by supplementing the efforts of our ensemble teams and engaging with our advisors on various needs as they arise.

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 $45,000-$65,000. 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 $30,000. 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 locations in either Chicago or Phoenix, AZ.

Responsibilities:

• Act as the primary sales point of contact for escalated service-related issues, as well as a backup resource when sales team members are unavailable
• Build relationships with advisors through personalized engagement aimed at helping advisors understand platform nuances and identify opportunities for advisors to better engage with AssetMark
• 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

Knowledge, Skills, Abilities:

• Strong time management, organizational, and prioritization skills in fast-paced environments
• Collaborative team player with the ability to foster a supportive environment and work independently with self-motivation.
• Proficient in using Salesforce or similar CRM tools to manage pipelines and territories effectively
• Experienced in evaluating managed money platforms and investment solutions

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 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.

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/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.