AssetMark

Business Development Consultant – Sales

AssetMark

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • Arizona • Illinois • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $65,000 - $80,000 per year

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial servicessales experiencemanaged money platformsportfolio positioninginvestment allocationsclient engagementconsultative supportpresentations
Soft Skills
communicationproactive outreachconsultative sellingrelationship building
Certifications
Bachelor’s degreeFINRA Series 6FINRA Series 63FINRA Series 65FINRA Series 7FINRA Series 66