Internal Wholesaler (Sales Consultant)

Job Description:

The Job/What You'll Do: 

As a Sales Consultant at AssetMark you will partner with a senior sales team member to drive product sales and strategic initiatives. Your primary focus will be on building and nurturing strong relationships with Investment Advisors to support their success and growth.

In this role, you will apply sales training to enhance the advisor's experience in your territory, uncover new opportunities, identify advisor needs, and increase production. Additionally, you will provide point-of-sale consultation on product details, performance, and investment allocation to enable Advisors to have deeper conversations with their clients. You will also serve as a key point of contact to assist advisors with various needs that arise within their business, promote territory initiatives, and support the needs of your Ensemble Team 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-$70,000.

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 $45,000.  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 location in either Chicago, IL or Phoenix, AZ.

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 

Knowledge, Skills, and 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 Series 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:

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.