Internal Wholesaler Specialist (Sales Consultant Specialist)

The Job/What You'll Do: As a Sales Consultant Specialist at AssetMark, you will play a crucial role in supporting our sales team as they build and nurture new client relationships.

Requirements

• Act as primary sales point of contact for escalated service-related issues as well as a backup resource when sales team members are unavailable
• Help advisors understand and be able to explain platform fees and costs, as well as overcome objections they may raise
• Enhance the consultative process for the wealth management platform and service offering by driving scale and capacity for the sales team to ensure that clients needs are met
• Proactively communicate with advisors and ask insightful questions to identify additional needs and highlight expanded partnership opportunities
• Host regularly scheduled Webinars to train advisors on the AssetMark platform and offerings
• Manage the team’s meeting schedule and proactively encourage attendance to territory meetings
• Keep up to date with relevant investment information, including platform updates, marketing materials, operational changes, industry news, and market events
• Build relationships with advisors and deliver strong presentations through effective phone and written communication

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