Job Description :

The Job / What You'll Do :

As a Business Development Consultant for the leading provider of investment solutions for independent financial planners, you'll join an elite group of top performers at AssetMark by successfully creating and managing business partnering relationships with new advisors to the AssetMark platform.

In this high profile role, you'll determine the opportunities that will provide the largest territory growth and you will be aptly rewarded for your efforts.

This is an ideal opportunity for the sales professional whose business development skills routinely turn a first impression and new presentation into a long term relationship.

This is a full-time position in our Chicago, IL office with a hybrid work schedule.

Responsibilities :

• 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

Knowledge, Skills, and Abilities :

• 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
• 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)

Education & Experience :

• BA or BS (4 year degree)
• 4 years of experience in the financial services industry
• 2 years in the AssetMark Regional Consultant, Business Development Specialist, National Consultant, or Sales Consultant Role
• Experience in Face-to-Face Sales
• Extensive public speaking experience
• FINRA licenses : Series 6, 63, and 65 and / or Series 7 and 66

Compensation : The Base Salary range for this position is between $60,000-$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.

This position will also be eligible for a comprehensive sales incentive package and competitive benefits.

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.

Last updated : 2024-04-24