Internal Wholesaler Specialist – Sales Consultant Specialist

🕒 May 22

🏢🏡 Chicago – Hybrid

💵 $45k - $65k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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AssetMark

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1996

💸 Finance

💳 Fintech

🤝 B2B

💰 Venture Round on 2016-12

Finance • Fintech • B2B

AssetMark is a leading provider of comprehensive wealth management and technology solutions, supporting financial advisors with the tools they need to meet their clients' evolving needs. The company offers a variety of services including investment management, digital sales and service, and retirement services. AssetMark works closely with independent advisors, advisor teams, and registered investment advisors to enhance client relationships, streamline operations, and enable business growth. Their platform offers curated investment solutions and personalized support, helping advisors focus more on fostering client success.

📋 Description

• As a Sales Consultant Specialist at AssetMark, you will support our sales team as they build and nurture client relationships. • Facilitate opportunities to increase productivity by managing essential administrative tasks. • Act as primary sales point of contact for escalated service-related issues. • Help advisors understand and explain platform fees and overcome objections. • Enhance consultative process for the wealth management platform and service offering. • Proactively communicate with advisors to identify additional needs. • Manage the team’s meeting schedule and encourage attendance to meetings. • Build relationships with advisors and deliver strong presentations through effective communication.

🎯 Requirements

• 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 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

• 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