Internal Retirement, SDBA Sales Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main internal sales partner for the designated Regional Retirement & SDBA Business Development Consultant.

• Formulate and implement cohesive territory strategies targeting advisors, opportunities, and sales initiatives.

• Prepare the Regional Consultant for meetings with advisors, opportunity evaluations, finalist presentations, and discussions with strategic partners.

• Perform proactive outreach to financial advisors to identify and cultivate retirement plan opportunities.

• Collect plan details, comprehend advisor goals, and outline subsequent steps.

• Oversee benchmarking, proposal creation, investment comparisons, and other sales resources.

• Educate advisors on AssetMark’s retirement plan fiduciary solutions, investment alternatives, and value proposition.

• Identify and foster Self-Directed Brokerage Account opportunities while supporting the SDBA sales process.

• Keep precise records of retirement plan and SDBA opportunities in Salesforce.

• Monitor next steps, closing dates, estimated assets, contacts, proposals, milestones, and sales activities.

• Conduct pipeline assessments and assist in accurate sales forecasting.

• Cultivate relationships with financial advisors, AssetMark teams, recordkeepers, and DCIO partners.

• Engage in advisor meetings, webinars, educational events, and sales presentations.

• Implement targeted outbound campaigns and follow up on marketing initiatives, referrals, events, and incoming leads.

• Organize sales materials, proposals, benchmarking analyses, onboarding, and implementation transitions.

• Relay advisor feedback, competitive insights, and market trends to leadership.

• Maintain proficiency in retirement plans, SDBAs, recordkeeping platforms, regulatory changes, and competitive offerings.

⛳️ Requirements

• Bachelor's degree in Business Administration, Finance, or a related area is preferred.

• 3–7 years of experience in retirement plan sales, financial services, internal wholesaling, business development, or a similar role is preferred.

• Familiarity with SDBAs, retirement plan recordkeepers, or platforms like PCRA and BrokerageLink is advantageous.

• SIE, Series 6, Series 63, and Series 65 or Series 7 and Series 66 licenses are required.

• Strong knowledge of the retirement plan market and financial advisor distribution channels is highly preferred.

• Proven ability to engage in proactive outbound sales efforts and generate new business opportunities.

• Exceptional consultative selling, communication, presentation, and relationship management skills.

• Highly organized with the capability to manage numerous opportunities, deadlines, and follow-up tasks concurrently.

• Strong attention to detail and a commitment to maintaining precise CRM and pipeline records.

• Comfortable working both independently and collaboratively within an Internal/Regional sales partnership.

• Proficient in Salesforce and Microsoft Office.

• Ability to learn and articulate complex retirement, fiduciary, and investment concepts.

• Must have legal authorization to work in the US.

• Visa sponsorship is not available.

🏝️ Benefits

• Comprehensive sales incentive package.

• Flex Time or Paid Time Off and Sick Time Off.

• 401K with a 6% Employer Match.

• Medical, Dental, Vision options – HDHP or PPO.

• HSA with Employer contribution (HDHP only).

• Volunteer Time Off.

• Career Development and Recognition opportunities.

• Fitness Reimbursement.

• Hybrid Work Schedule.