Utilization Management Appeals Nurse Consultant
CVS Health
Regional Consultant
AssetMark
full-time
Posted on:
Location Type: Remote
Location: Remote • Louisiana, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $90,000 - $100,000 per year
Job Level
Mid-LevelSenior
About the role
- Travel to advisor’s offices and advisor attended industry events to effectively present AssetMark’s value proposition
- Provide support to advisors with large client presentations as needed
- Work with new advisor to establish agreements with AssetMark and assist with transferring their book of business to the AssetMark platform
- Identify individual objectives, circumstances, and needs of the advisor’s business, and their client base, and work with the advisor to evaluate potential solutions
- Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings
Requirements
- Bachelor’s degree in a business or finance field
- 5+ years of experience in the financial services industry
- 5+ years of in-person consultative sales experience
- Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
consultative saleswealth managementinvestment practice managementclient relationship management
Soft skills
presentation skillsadvisingconsultingcommunicationrelationship building
Certifications
Bachelor’s degreeFINRA Series 6FINRA Series 63FINRA Series 65FINRA Series 7FINRA Series 66
