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Business Development Consultant



3d ago

  • Job
    Mid & Senior Level
  • Sales & Business Development
  • $60K - $70K
  • Chicago
  • Quick Apply

AI generated summary

  • You must have consultative sales skills, proven territory management, problem-solving abilities, and strong communication skills to succeed in this role. Experience in the financial services industry and relevant licenses are required.
  • You will promote and engage new advisor relationships, evaluate needs, educate on platform offerings, consult on investments, generate prospects, give presentations, and travel within the territory.


  • Consultative sales approach
  • Demonstrated ability to effectively consult with and educate advisors, and advisor’s clients, regarding investment platforms that are consistent with client’s individual stated objectives, circumstances, and needs
  • Demonstrated territory management skills
  • Demonstrated problem solving skills
  • Demonstrated ability to actively listen and communicate over the phone
  • Demonstrated written and verbal communication skills
  • 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
  • Experience evaluating managed money platforms
  • Prior Salesforce.com experience
  • 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 Regional Consultant, Business Development Specialist, National Consultant, or Sales Consultant Role
  • Experience in Face-to-Face Sales
  • Extensive public speaking experience
  • FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66


  • Promote the acquisition of new advisor relationships through the engagement of prospective AssetMark advisors within their respective territory
  • Identify individual objectives, circumstances, and needs of the advisor’s business, and their client base, and work with the advisor to evaluate potential solutions
  • Influence, persuade, and educate advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings in light of specific circumstances
  • Through proactive phone sales utilizing focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, leads garnered through marketing campaigns, etc):
  • Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning and investment allocations both conceptually and during point of sale interactions
  • Educate, advise, and consult prospective advisors on our wealth management platform investment, practice management and client relationship offerings
  • Use active listening skills to stay flexible to potential client needs, questions, and changing circumstances
  • Help advisors to understand and learn how to explain platform fees and costs to their clients as well as discuss and evaluate specific objections which they may raise
  • Keep current on all investment information as it relates to the following: the investment platform, marketing materials, operations, industry news, and current market events
  • Generate and maintain a pipeline of qualified prospects utilizing Salesforce opportunities processes to facilitate effective handoffs to the Regional Sales Team
  • Attend and make public presentations at advisor or other meetings:
  • Be able to communicate confidently and fluently on different presentations used by the AssetMark sales team and financial advisors
  • Promote and attend Broker/Dealer Conferences, lead acquisition and other relevant regional meetings
  • Ability to travel at least 30% of the time within the territory or other field meetings


What are the main responsibilities of a Business Development Consultant in this role?

The main responsibilities include promoting the acquisition of new advisor relationships, identifying individual objectives and needs of advisors, educating advisors on platform offerings, conducting proactive phone sales, educating advisors on investment opportunities, and attending public presentations and conferences.

What skills and abilities are required for this position?

The key skills and abilities required for this position include consultative sales approach, territory management skills, problem-solving skills, effective communication over the phone, time management, organizational skills, multitasking, ability to work independently, experience evaluating managed money platforms, proficiency in Salesforce.com and Microsoft Office applications.

What education and experience are needed for this role?

A BA or BS degree, at least 4 years of experience in the financial services industry, 2+ years in a similar role at AssetMark, experience in face-to-face sales, extensive public speaking experience, and FINRA licenses such as Series 6, 63, and 65 and/or Series 7 and 66 are required for this position.

Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices


Mission & Purpose

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.