Sales Consultant

AssetMark

Sales Consultant at AssetMark focusing on building relationships with Investment Advisors and driving product sales. Collaborating with a senior sales team member to enhance sales initiatives and support growth.

Posted 4/29/2026full-timeChicago • Arizona, Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $45,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

Partner with a senior sales team member to drive product sales and strategic initiatives
Build and nurture strong relationships with Investment Advisors
Apply sales training to prospect for new opportunities and increase production
Manage and fulfill sales material requests and provide point-of-sale consultation
Assist advisors with basic service inquiries and support territory growth

Requirements

What you’ll need

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 Series 7 and 66 are required
Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
Proficient in using Microsoft Office applications (Excel, Word, PowerPoint).

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

sales trainingprospectingterritory managementpipeline management

Soft Skills

relationship buildingconsultationservice support

Certifications

Bachelor’s degreeFINRA Series 6FINRA Series 63FINRA Series 65FINRA Series 7FINRA Series 66