Business Development Consultant

Role Overview

• Promote the acquisition of new advisor relationships through the engagement of prospective AssetMark advisors within their respective territory
• Identify individual objectives, circumstances, and needs of the advisor’s business, and their client base, and work with the advisor to evaluate potential solutions.
• Influence, persuade, and educate advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings in light of specific circumstances.
• Through proactive phone sales utilizing focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, leads garnered through marketing campaigns, etc): Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning and investment allocations both conceptually and during point of sale interactions.
• Educate, advise, and consult prospective advisors on our wealth management platform investment, practice management and client relationship offerings.
• Use active listening skills to stay flexible to potential client needs, questions, and changing circumstances.
• Help advisors to understand and learn how to explain platform fees and costs to their clients as well as discuss and evaluate specific objections which they may raise.
• Keep current on all investment information as it relates to the following: the investment platform, marketing materials, operations, industry news, and current market events.
• Generate and maintain a pipeline of qualified prospects utilizing Salesforce opportunities processes to facilitate effective handoffs to the Regional Sales Team.
• Attend and make public presentations at advisor or other meetings: Be able to communicate confidently and fluently on different presentations used by the AssetMark sales team and financial advisors.
• Promote and attend Broker/Dealer Conferences, lead acquisition and other relevant regional meetings.
• Ability to travel at least 30% of the time within the territory or other field meetings.
• Lead and be a resource to fellow team members and to the broader sales organization
• Participate in mentorship and training new associates as they are onboarded
• Represent the Business Development team by presenting best practices, success stories, and strategies at sales meetings
• Participate in panels and project teams to lend business development perspective to committees working on platform enhancements

Requirements

• FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66
• 2+ years experience as a Business Development Specialist and/or Consultant
• Consultative sales approach.
• Demonstrated ability to effectively consult with and educate advisors, and advisor’s clients, regarding investment platforms that are consistent with client’s individual stated objectives, circumstances, and needs.
• Demonstrated territory management skills.
• Demonstrated problem solving skills.
• Demonstrated ability to actively listen and communicate over the phone.
• Demonstrated written and verbal communication skills.
• Demonstrated time management and organizational skills.
• Demonstrated ability to partner with and lead a team.
• Demonstrated Multi-tasking skills
• A self-starter who takes initiative and can work independently.
• Experience evaluating managed money platforms.
• Prior Salesforce.com experience.
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)

Tech Stack

• SFDC

Benefits

• Flex Time or Paid Time Off and 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