Internal Wholesaler Specialist (Sales Consultant Specialist)

AssetMark Financial Holdings•Chicago, IL

3d•Hybrid

About The Position

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. 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.

Requirements

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)
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.

Responsibilities

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