Sales Consultant Expert
1 day ago
We are seeking an experienced Sales Consultant Expert to join our team at AssetMark, Inc. This role will involve supporting our sales team in building and nurturing relationships with Investment Advisors, managing key administrative tasks, and leveraging sales software tools to enhance productivity and effectiveness.
Key Responsibilities:
- Support the sales team in developing and maintaining strong relationships with Investment Advisors.
- Provide expert advice and consultation on the AssetMark platform, investments, and practice management offerings.
- Enhance the consultative process for the wealth management platform and service offering.
- Build relationships with advisors and deliver strong presentations through effective phone and written communication.
- Proactively communicate with advisors and ask insightful questions to identify additional needs and highlight expanded partnership opportunities.
- Manage inbound calls and make outbound calls to promote event attendance.
- Assist ensemble teams in acquiring new advisor relationships.
- Serve as the primary point of contact for escalated service-related issues and provide backup support for assigned sales team members as needed.
What We Offer:
- A competitive salary range: $80,000 - $120,000 per year.
- A comprehensive suite of benefits, including Flex Time Off, 401K, Medical, Dental, Vision, HSA, Volunteer Time Off, Career Development, Recognition, Fitness Reimbursement, and Hybrid Work Schedule.
- The opportunity to work with a dynamic team and contribute to the growth and success of AssetMark, Inc.
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