ADVISOR SUCCESS CONSULTANT
Company: DaVita Inc.
Location: Chicago
Posted on: October 26, 2024
Job Description:
The Job/What You'll Do:
Make sure to read the full description below, and please apply
immediately if you are confident you meet all the requirements.
As an Advisor Success Consultant for the leading provider of
holistic support for independent financial advisors, you'll join an
elite sales team vital to successfully creating and managing
relationships with advisors committed to meeting their client's
financial wellness needs. In this high-profile role, you'll focus
on retaining, uncovering, and cultivating the sales opportunities
which represent the biggest impact to your territory.Our Advisor
Success Consultants each work with a book of about 200 financial
advisors who have added business to the platform in the last year
and hold between $1-$15M in AUM. The primary focus of this role is
to help retain assets on the AssetMark platform through
relationship building, problem solving, and helping to identify
areas where Advisors can improve their practice's growth
trajectory.You will be provided capabilities, products, ideas, and
support to enable you to inspire your relationships to become the
most impactful financial advisors they can be within their
communities. The Advisor Success Consultant will be based in
Chicago, Phoenix, or Encino and will have a hybrid work schedule of
in-office and working from home. Expected travel to company and
territory events is 30% for this position.The total compensation
for this role includes base plus a competitive sales incentive plan
target as detailed below.Compensation: The Base Salary range for
this position is between $50,000-$60,000.This information reflects
a base salary range that AssetMark reasonably expects to pay for
the position based on a number of factors which may include
job-related knowledge, skills, education, experience, and actual
work location.Additionally, this position is eligible for an
annualized Sales Incentive Plan target of up to $65,000. The
achievement of the Sales Incentive Plan target will be based on
performance to clearly stated goals and metrics.We can consider
candidates for this position who are able to accommodate a hybrid
work schedule and are close to our office location in either
Chicago, IL, Encino, CA, or Phoenix, AZ.Responsibilities:
- Diagnose Advisor experience and reasons for Asset outflows and
develop a plan with advisors to drive future growth with
AssetMark.
- Build long-lasting relationships with advisors to retain assets
on the AssetMark platform and mitigate risks of terminations.
- Educate, advise, and consult with advisors on the AssetMark
platform's investment, service, business consulting, and client
relationship offerings.
- Promote growth in sales production with the existing advisor
base by identifying additional advisor needs and
opportunities.
- Demonstrate expertise in consulting with advisors on portfolio
construction and investment product details both conceptually and
specifically during the point-of-sale interactions.
- Cultivate an on-going consultative relationship with given book
of business to foster more positive net flows vs. prior year.
- Leverage corporate and regional events to encourage
face-to-face interaction with yourself as the advisor's
consultative business partner.
- Collaborate within two ensemble teams of salespeople within the
territory to develop best practices & initiatives specific to your
geographical area.Knowledge, Skills, and Abilities:
- Consultative sales approach.
- History of success in previous roles while exceeding personal &
sales goals.
- Territory management skills.
- Problem-solving skills.
- The ability to communicate and sell over the phone, by email,
and in person.
- Time management and organizational skills.
- The ability to partner with a team.
- A self-starter who takes initiative and can work
independently.
- Experience selling managed money platforms.
- Prior Salesforce.com experience.Education & Experience
Preferred:
- BA or BS (4-year degree).
- 4+ years of experience in the financial services industry.
- 2+ years in the AssetMark Regional Consultant, National
Consultant, Business Development Consultant, or Sales Consultant
Role.
- Experience in face-to-face and phone-based sales.
- Extensive public speaking experience.
- FINRA licenses: SIE, Series 6, 63, and 65 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.Who We Are & What We Offer:AssetMark's mission is
centered around helping financial advisors make a difference in the
lives of their clients. To help them do that, we aim to provide
advisors with holistic support. We offer compelling technology that
facilitates a better client experience, consulting services that
ensure advisors' businesses are running at their best and a
comprehensive suite of investment solutions. AssetMark's platform
empowers advisors to provide the highest level of service possible
to their clients.AssetMark's culture is driven by our mission and
connected by our values; Heart, Integrity, Excellence and Respect.
You will join a team that lives these values every day by doing the
best and what is right in all we do and encouraging different ideas
for continual success and innovation. Additionally, we offer a wide
range of benefits to meet the needs of our team members and their
families.
- Flex Time Off or Paid Time/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.As an Equal Opportunity Employer,
AssetMark is committed to building a diverse and inclusive
workplace where everyone feels valued.
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Keywords: DaVita Inc., Elgin , ADVISOR SUCCESS CONSULTANT, Professions , Chicago, Illinois
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