AssetMark · 18 hours ago
Internal Wholesaler Specialist (Sales Consultant Specialist)
Phoenix, AZ
Full-time
Hybrid
Entry, Mid Level
$45K/yr - $65K/yr
2+ years expAssetMark is a company shaping the future of financial services, and they are seeking a Sales Consultant Specialist to support their sales team in building client relationships. This role involves managing administrative tasks, utilizing sales software, and enhancing the consultative process for their wealth management platform.
AdviceConsultingFinancial Services
No H1B
Responsibilities
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
Qualification
Required
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
Strong time management and organizational skills
Ability to foster a cohesive and supportive team environment
Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment
Self-motivated with the ability to work independently
Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
Experience evaluating managed money platforms
Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position
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
Company
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase