Business Development Specialist
5 days ago
At AssetMark, Inc., we are seeking a highly motivated and results-driven Business Development Specialist to support our sales team in building and nurturing relationships with Investment Advisors. The ideal candidate will be responsible for managing key administrative tasks, leveraging sales software tools to enhance productivity and effectiveness, and providing exceptional consultative services to advisors.
Responsibilities:
- Develop and maintain strong relationships with Investment Advisors through regular communication and tailored solutions.
- 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.
Requirements:
- 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.
Benefits:
- 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.
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