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Team Leader, Business Development Consultants

Assetmark
sick time, flex time, 401(k)
United States, Illinois, Chicago
Jun 21, 2024
Job Description:
Responsibilities:
  • Ongoing support and development of assigned Team of Business Development Consultants
  • Work closely with Sales Leader, Business Development Consultants, and External Sales Teams to develop appropriate staffing models/assignments to support business growth
  • Work closely with Sales Leader to interview and hire new Sales Consultants and Sales Coordinators/Associates
  • Develops and administers the initial, and ongoing, training and development plans for Business Development Consultants
  • Conducts monthly and/or quarterly one-on-one check in meetings with each Business Development Consultants to review coaching needs, territory reviews, sales & productivity ideas, and ongoing training support
  • Conducts monthly and/or quarterly one-on-one check in meetings with each Regional Consultant to gather feedback, review coaching needs, territory reviews, sales & productivity ideas, and ongoing training support for their Internal Partner
  • Conduct group meetings to facilitate the promotion of idea sharing, best practices, peer training, and other best practices for the role
  • Gather feedback, ideas, and process improvements from the team and work closely with the Sales Leader and/or functional department to help implement
  • Assist in the development and rollout of marketing/sales plans
  • Work with other functional areas in the company to represent the Sales Team perspective and provide Sales Team Feedback
  • Work closely with other Sales Managers to develop and implement plans to increase production across the Team
  • Day-to-day management of assigned Business Development Consultants, including, but not limited to: sales phone queue management, timecards/PTO/daily staffing, primary point-of-contact for escalated questions, or advisor situations

Knowledge, Skills, and Abilities:

  • Consultative sales approach
  • Demonstrated territory management skills
  • Demonstrated problem-solving skills
  • Demonstrated ability to communicate and sell over the phone
  • Demonstrated written and verbal communication
  • Demonstrated time management and organizational skills
  • Demonstrated ability to partner with and lead a team
  • Demonstrated Multi-tasking skills
  • A self-starter who takes initiative and can work independently
  • Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)

Education & Experience:

  • BA or BS (4-year degree)
  • 4+ years of experience in the financial services industry
  • 2+ years in theAssetMarkNational Consultant or Business Development Consultant Roles
  • Experience in the AssetMark Sales Consultant Team Leader Role
  • Experience in Face-to-Face Sales
  • Extensive public speaking experience
  • Experience selling managed money platforms
  • Prior Salesforce.com experience
  • FINRAlicenses: Series 6, 63,and65 and/or Series 7 and 66

Compensation: The Base Salary range for this position is between $80,000-$100,000.

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.

This position will also be eligible for a comprehensive sales incentive package and competitive benefits.

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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