About the role : 

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.

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 the 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

Candidate requirements : 

  • FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66
  • FINRA licenses: Series 7 and 66 – preferred
  • 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
  • Demonstrated Multi-tasking skills
  • 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)locationsChicago, IL

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
Job Overview
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