Regional Consultant

Job Description: As a Regional Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will lead a sales team within your designated territory to demonstrate how AssetMark differentiates its products and services in a competitive marketplace. You will collaborate directly with financial advisors to expand the distribution of AssetMark's platform offerings tailored to their needs. This is a fully remote position. We are currently hiring for two positions with different territory assignments. For one position, candidates must reside in Colorado, New Mexico, or Wyoming. For the other position, candidates must reside in Illinois or Iowa. Compensation Base Salary: $100,000-$125,000 plus an annualized Sales Incentive Plan target of up to $275,000 based on performance against clearly stated goals and metrics. Achievement of the Sales Incentive Plan target will be based on performance against clearly stated goals and metrics, with the opportunity to exceed target earnings through overachievement of established objectives or goals. Responsibilities Travel to advisor’s offices and advisor attended industry events to effectively present AssetMark’s value proposition Provide support to advisors with large client presentations as needed Work with new advisor to establish agreements with AssetMark and assist with transferring their book of business to the AssetMark platform Identify individual objectives, circumstances, and needs of the advisor’s business, and their client base, and work with the advisor to evaluate potential solutions Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings Knowledge, Skills, and Abilities 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 proven ability to work independently Experience evaluating managed money platforms Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline Proficient in using Microsoft Office applications (Excel, Word, PowerPoint) Education & Experience Bachelor’s degree in a business or finance field 5+ years of experience in the financial services industry 5+ years of in-person consultative sales experience Licenses Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required 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 Equal Opportunity Employer As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. #J-18808-Ljbffr