Internal Wholesaler Specialist (Sales Consultant Specialist)

Sales Consultant Specialist

As a Sales Consultant Specialist at AssetMark, you will play a crucial role in supporting our sales team as they build and nurture new client relationships. You will facilitate opportunities to increase productivity by managing essential administrative tasks and effectively utilizing various sales software tools.

Compensation: The Base Salary range for this position is between $45,000-$65,000. This position is eligible for an annualized Sales Incentive Plan target of up to $30,000. 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 locations in either Chicago or Phoenix, AZ.

Responsibilities

• Act as primary sales point of contact for escalated service-related issues as well as a backup resource when sales team members are unavailable
• Help advisors understand and be able to explain platform fees and costs, as well as overcome objections they may raise
• Enhance the consultative process for the wealth management platform and service offering by driving scale and capacity for the sales team to ensure that clients needs are met
• Proactively communicate with advisors and ask insightful questions to identify additional needs and highlight expanded partnership opportunities
• Host regularly scheduled Webinars to train advisors on the AssetMark platform and offerings
• Manage the team's meeting schedule and proactively encourage attendance to territory meetings
• Keep up to date with relevant investment information, including platform updates, marketing materials, operational changes, industry news, and market events
• Build relationships with advisors and deliver strong presentations through effective phone and written communication

Knowledge, Skills, Abilities

• 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-motivated with the ability to work independently
• Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
• Experience evaluating managed money platforms
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)

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 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.

Who We Are & What We Offer

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
• Unyielding Integrity, doing what's right, always. Even when it's hard.
• Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.

• 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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.