Act as primary sales point of contact for escalated service-related issues as well as a backup resource when sales team members are unavailable
Help advisors understand and be able to explain platform fees and costs, as well as overcome objections they may raise
Enhance the consultative process for the wealth management platform and service offering by driving scale and capacity for the sales team to ensure that clients needs are met
Proactively communicate with advisors and ask insightful questions to identify additional needs and highlight expanded partnership opportunities
Host regularly scheduled Webinars to train advisors on the AssetMark platform and offerings
Manage the team's meeting schedule and proactively encourage attendance to territory meetings
Keep up to date with relevant investment information, including platform updates, marketing materials, operational changes, industry news, and market events
Build relationships with advisors and deliver strong presentations through effective phone and written communication
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 the 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 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.
#LI-CR1
#LI-Hybrid
Who We Are & What We Offer:
Our Mission
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 innovat
Additional Information
Job Description:
The Job/What You'll Do:
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 managing essential administrative tasks and effectively utilizing various sales software tools.
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.
Assetmark · Chicago, IL