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Headquartered in Concord, California, AssetMark offers consulting and investment solutions to help independent financial advisors deliver great outcomes for the
Regional Retirement Consultant
Location
Arizona + 2 moreAll locations: Arizona | Illinois | Texas
Posted
100 days ago
Salary
$110K - $125K / year
Seniority
Senior
Job Description
Regional Retirement Consultant
AssetMark
• The Retirement Plan Services Business Development Consultant is responsible for leading the growth and strategic development of retirement plans and services for the central region at AssetMark. • Develop deep and meaningful relationships with AssetMark ensemble teams, retirement plan advisors, recordkeeping, and DCIO wholesalers to identify business opportunities. • Create strategic initiatives based on those relationships. • Actively seek new client relationships and manage the entire sales lifecycle from prospecting to closing. • Engage with advisors to present a scalable retirement plan business development process tailored to their local market and objectives. • Build and maintain long-term relationships with existing financial advisors, ensemble teams, recordkeeping, and DCIO wholesalers. • Provide exceptional service and support to ensure client satisfaction and retention. • Utilize a consultative business development approach to understand client objectives and recommend suitable retirement plan services. • Clearly articulate the benefits and features of various retirement solutions. • Attend/Present at AssetMark and industry conferences, networking events, and seminars to promote the organization’s retirement services, expanding the network of potential advisory clients and partners.
Job Requirements
- Bachelor’s degree in Business Administration, Finance, or a related field; a Master’s degree is preferred
- 5-10 years of proven experience in business development or sales within the retirement plan services or financial services industry
- Series 6 (or 7), 63, and 65 (or 66) licenses are required
- In-depth understanding of retirement plans, such as 401(k)s, Cash Balance, and Non-Qualified Plans, and relevant compliance regulations
- Exceptional communication, negotiation, and interpersonal skills
- Strong analytical and strategic thinking abilities, with a focus on client needs and business objectives
- Proficiency in Salesforce and Microsoft Office Suite
- Ability to work independently and as part of a team in a fast-paced environment
- Able to travel up to 40% of the time based on territory
Benefits
- Flex Time or Paid Time Off and 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
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