Key skills
Sales
About this role
Role Overview
- Diagnose Advisor experience and reasons for Asset outflows and develop a plan with advisors to drive future growth with AssetMark
- Build long-lasting relationships with advisors to retain assets on the AssetMark platform and mitigate risks of terminations
- Educate, advise, and consult with advisors on the AssetMark platform’s investment, service, business consulting, and client relationship offerings
- Promote growth in sales production with the existing advisor base by identifying additional advisor needs and opportunities
- Demonstrate expertise in consulting with advisors on portfolio construction and investment product details, both conceptually and specifically, during the point-of-sale interactions
- Cultivate an ongoing consultative relationship with the given book of business to foster more positive net flows vs. the prior year
- Leverage corporate and regional events to encourage face-to-face interaction with yourself as the advisor’s consultative business partner
- Collaborate with two ensemble teams of salespeople within the territory to develop best practices & initiatives specific to your geographical area
Requirements
- BA or BS (4-year degree)
- 4+ years of experience in the financial services industry
- 2+ years in the AssetMark Regional Consultant, National Consultant, Business Development Consultant, or Sales Consultant Role
- Experience in face-to-face and phone-based sales
- Extensive public speaking experience
- FINRA licenses: SIE, Series 6, 63, and 65 or Series 7 and 66 are required
- Candidates must be legally authorized to work in the US to be considered.
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