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Sales Consultant - Concord California
Company: Assetmark
Location: Concord, California
Posted On: 05/04/2024
Job Description:The Job/What You'll Do:Facilitate and support the sales of AssetMark products in concert with the external regional consultants by building and supporting effective relationships with Investment Advisors.Moreover, the internal sales consultant will proactively utilize sales training to prospect and identify advisor's needs and opportunities to increase production as well as order and fulfill sales materials requests and illustrate product performance (sales software). The internal sales consultant will consult at point of sale on product details, fund performance, fund holdings and investment allocation, assist agent in basic servicing questions, grow a territory, and back-fill for team members as needed.We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to any of our office locations in Chicago, IL, Encino, CA, or Phoenix, AZ.Responsibilities: - Support the consultative process for the Wealth Management platform and service offerings by partnering with a Regional Consultant(s) (external wholesaler). Partnerships are determined by the amount of AUM and the number of advisors of the Regional Consultant.
- Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportunities by being able to:
- Identify and capitalize on sales opportunities by asking advisors probing questions during each interaction
- Influence, persuade and educate advisors on key benefits of our platform offerings versus the competition
- Partner with the Regional Consultant to develop a sales strategy and then execute that strategy by being able to:
- 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
- Apply consultative selling techniques to increase share of an existing advisor's book of business
- Prospect and recruit new, qualified advisors who are interested in working with AssetMark by being able to:
- Prospect new advisors through cold calling
- Educate, advise, and consult advisors (or prospective advisors) on our Wealth Management platform investment, practice management and client relationship offerings
- Utilize ongoing Discovery/Qualification process while prospecting for new advisors
- Craft professional and compliant email communications to prospective advisors
- Use active-listening skills and stay flexible to potential client needs and questions
- Make outbound calls to prospective advisors to garner interest in upcoming meetings
- Help advisors understand and be able to explain platform fees and costs, as well as overcome objections they may raise
- Keep current on all investment information as it relates to the following: The investment platform, marketing materials, operations and industry news and current market events
- Build relationships with advisors and make strong presentations via phone and written communication
- Assist existing advisors by discussing an investment strategy, creating Client Investment Proposal and answering questions related to eWealthManager.com website and functionalityKnowledge, Skills, and Abilities:
- Active listening skills
- Ability to use Salesforce.com
- Ability to communicate and sell effectively on the phone
- Good written and verbal communication
- Time management and organizational skills
- A self-starter who takes initiative and can work independently
- Problem solving skillsEducation & Experience:
- Experience consulting and advising on managed money platforms
- Prior Salesforce.com experience
- B.A. or B.S. (4 year degree)
- 2+ years of experience in the financial services industry
- Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
- FINRA licenses: 6, 63 and 65 and/or 7 and 66 (or ability to obtain these licenses within the first 60 days of employment)Compensation: The Base Salary range for this position is between $50,000-$55,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.#LI-CRI#LI-HybridWho We Are & What We Offer:AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.
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