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

Generate and run financial reports for the sales team Maintenance and administration tasks within Salesforce.com Order marketing materials for advisors, prospective advisors, and sales team Work through call campaigns to fill conferences, webinars, and regional events when needed Work collaboratively with other departments in order to complete assigned tasks Provide back

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

Proactively reach out to internal sales teams to promote our products Promptly respond to incoming questions and inquiries from internal advisors Provide feedback internally to improve products and sales materials and collateral Other duties as assigned Knowledge, Skills, and Abilities Detailed understanding of cash investments (CDs, Money Market Funds, lending, FDIC insu

Support the consultative process for the Wealth Management platform and service offerings by partnering with the Ensemble Teams (all Sales Team Roles) to drive scale and capacity for the Sales Team. Promote growth in sales production with existing advisor base by identifying additional advisor needs and opportunities by being able to Identify and capitalize on sales oppor

Work within assigned territories to uncover opportunities for engaging, or re engaging, with new and existing financial advisors through developing plans to re start or increase production amongstthe advisor base. Effectively identify and develop opportunities through AssetMark's Sales processes and Sales Enablement resources Champion advisor growth and re engagement init