Asset Mark Chicago , IL 60602
Posted 1 week ago
Job Description:
Responsibilities:
Ongoing support and development of assigned Team of Business Development Consultants
Work closely with Sales Leader, Business Development Consultants, and External Sales Teams to develop appropriate staffing models/assignments to support business growth
Work closely with Sales Leader to interview and hire new Sales Consultants and Sales Coordinators/Associates
Develops and administers the initial, and ongoing, training and development plans for Business Development Consultants
Conducts monthly and/or quarterly one-on-one check in meetings with each Business Development Consultants to review coaching needs, territory reviews, sales & productivity ideas, and ongoing training support
Conducts monthly and/or quarterly one-on-one check in meetings with each Regional Consultant to gather feedback, review coaching needs, territory reviews, sales & productivity ideas, and ongoing training support for their Internal Partner
Conduct group meetings to facilitate the promotion of idea sharing, best practices, peer training, and other best practices for the role
Gather feedback, ideas, and process improvements from the team and work closely with the Sales Leader and/or functional department to help implement
Assist in the development and rollout of marketing/sales plans
Work with other functional areas in the company to represent the Sales Team perspective and provide Sales Team Feedback
Work closely with other Sales Managers to develop and implement plans to increase production across the Team
Day-to-day management of assigned Business Development Consultants, including, but not limited to: sales phone queue management, timecards/PTO/daily staffing, primary point-of-contact for escalated questions, or advisor situations
Knowledge, Skills, and Abilities:
Consultative sales approach
Demonstrated territory management skills
Demonstrated problem-solving skills
Demonstrated ability to communicate and sell over the phone
Demonstrated written and verbal communication
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
Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
Education & Experience:
BA or BS (4-year degree)
4+ years of experience in the financial services industry
2+ years in the AssetMark National Consultant or Business Development Consultant Roles
Experience in the AssetMark Sales Consultant Team Leader Role
Experience in Face-to-Face Sales
Extensive public speaking experience
Experience selling managed money platforms
Prior Salesforce.com experience
FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66
Compensation: The Base Salary range for this position is between $80,000-$100,000.
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 a comprehensive sales incentive package and competitive benefits.
Who 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.
Flex Time Off or Paid Time/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
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
Asset Mark