Internal Solutions Consultant

AssetMark

Internal Sales Representative engaging clients through proactive outreach in the financial services industry. Collaborating with teams to drive territory strategy and support client engagement.

Posted 6/25/2026full-timeChicago • Illinois, North Carolina • 🇺🇸 United StatesJunior💰 $80,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Proactively engage clients and prospective clients, led by online meetings, telephone, and email, to drive sales agendas and support the adviser-client’s full engagement health
Profile prospective clients, take copious notes, and identify opportunities for engagement and follow up on leads from marketing campaigns, and maintain contacts in Salesforce
Assist in responses to RFPs by maintaining relevant information and collaborating with internal teams
Perform market research by identifying trends, competitors, and key accounts, and relaying articles of value to the sales team
Maintain sales collateral and marketing material for team distribution
Other duties may be assigned

Requirements

What you’ll need

1-3 Years of exposure to the financial services industry
Effective communication skills and presence via web meetings, phone, and in-person
Talent to thrive in a fast-paced environment and work both within a team and independently as a self-starter
Ability to influence decision-making and solve problems, thinking critically and collaboratively, while executing with a client-first mindset
Proven ability to pay attention to detail, multi-task, and prioritize responsibilities effectively, with exceptional time-management and organizational skills.

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

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Soft Skills

effective communication skillsproblem-solvingcritical thinkingcollaborativetime-managementorganizational skillsself-starterability to influence decision-makingattention to detailability to multi-task