Business Development Consultant – Sales

Role Overview

• Advise prospective advisors on AssetMark’s wealth management platform, investment solutions, and client engagement offerings
• Communicate the benefits of platform features and guide advisors in selecting solutions that align with their business needs
• Provide consultative support on product details, performance, portfolio positioning, and investment allocations
• Deliver clear, compelling presentations on AssetMark’s value proposition at advisor-focused events
• Proactive and continuous outreach to prospective clients through cold calling utilizing focus lead lists while maintaining a sales pipeline in order to facilitate a handoff to the regional sales team
• Travel up to 30% to attend company, client, and territory events

Requirements

• Bachelor’s degree in a business or finance field
• 4+ years of experience in the financial services industry
• 4+ years of phone and in-person sales experience
• Experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
• Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 required
• Candidates must be legally authorized to work in the US to be considered.
• Experience evaluating managed money platforms
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)

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