AMRS Retirement Sales Consultant
| Company | AssetMark |
|---|---|
| Location | Concord, CA, USA, Chicago, IL, USA, Phoenix, AZ, USA |
| Salary | $112000 – $125000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- Consultative sales approach
- History of success in previous roles while exceeding personal & sales goals
- Ability to communicate and sell over the phone, by email, and in person
- Territory management & ability to partner across sales and service teams
- Time management and organizational skills
- A self-starter who takes initiative and can work independently
- Prior Salesforce.com experience
- Must be able/willing to work West Coast hours
- 5 years of client service or sales experience
- 2 years of experience working with Retirement Plans
- FINRA Licensed: 6 or 7 and 65 or 66 is required
Responsibilities
- Educate, advise, and consult with advisors, acting as a subject matter expert on our retirement offerings, including 401(k), Pooled Employer Plan, 403(b), 457 plans
- Promote growth in sales production with the existing advisor base by proactively calling advisors to identify advisor needs and opportunities
- Cultivate an ongoing consultative relationship with top advisors and develop a strong partnership with our generalist (ensemble team) sales force
- Develop creative re-engagement prospecting campaigns and win assets from advisors who have not recently done business
- Collaborate across the AMRS team and with your sales partners in your territory to develop best practices & initiatives specific to your geographical area
- Assist the Regional Retirement Consultant in setting up client events, managing communications with our partners, and conducting onboarding/enrollment meetings
Preferred Qualifications
-
No preferred qualifications provided.