Sales Consultant

AssetMark•Chicago, IL

2d•$57,000 - $63,000•Hybrid

About The Position

As a Sales Consultant at AssetMark, you will partner with a senior sales team member to drive product sales and strategic initiatives. The role focuses on building and nurturing relationships with Investment Advisors to support their success and growth. You will identify advisor needs and new opportunities, support territory growth, and drive production of new assets. The position involves consulting on investment allocation, using sales software to illustrate product performance, providing point-of-sale consultation on products and proposals, managing and fulfilling sales material requests, and providing coverage for team members as needed. The role is eligible for a base salary of $57,000–$63,000 and an annualized Sales Incentive Plan target of up to $45,000, with incentive achievement based on stated goals and metrics. Candidates must be able to accommodate a hybrid work schedule and be near an AssetMark office in Chicago, Illinois; Charlotte, North Carolina; or Phoenix, Arizona. Candidates must be legally authorized to work in the United States; visa sponsorship is unavailable.

Requirements

Bachelor’s degree in a business or finance field.
At least 2 years of experience in the financial services industry.
Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66.
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-motivation and a proven ability to work independently.
Proven experience using Salesforce or similar CRM tools to manage a territory and pipeline effectively.
Experience evaluating managed money platforms.
Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint.
Legal authorization to work in the United States; visa sponsorship is not available.
Ability to accommodate a hybrid work schedule and be near an office in Chicago, Charlotte, or Phoenix.

Responsibilities

Identify the objectives, circumstances, and needs of advisors’ businesses and client bases to help evaluate potential solutions.
Educate, influence, and persuade advisors about the benefits of platform offerings in light of their business needs.
Communicate proactively with advisors and ask insightful questions to identify additional needs and expanded partnership opportunities.
Stay current on investment information, including platform updates, marketing materials, operational changes, industry news, and market events.
Conduct proactive and continuous outreach to prospective clients through cold calling using focused lead lists, while maintaining a sales pipeline.
Consult on investment allocation and use sales software to illustrate product performance.
Provide point-of-sale consultation on products and proposals.
Manage and fulfill sales material requests and provide team-member coverage as needed.
Support territory growth and drive production of new assets.