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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong outbound prospecting skills and the ability to build productive relationships with financial advisors. Proficient in utilizing Salesforce for tracking and managing sales activities while maintaining a detail-oriented approach to outreach and follow-up.
Highest-signal resume keywords
Outbound ProspectingSalesforce ProficiencyFinancial Services KnowledgeActive FINRA LicensesVerbal Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ProspectingMeeting SchedulingOpportunity DevelopmentPipeline DisciplineObjection Handling
Soft Skills
ResilienceCuriosityCoachabilityOrganizationRelationship Building
Tools & Technologies
Salesforce
Certifications & Qualifications
FINRA Series 6FINRA Series 63FINRA Series 65FINRA Series 7FINRA Series 66
Industry Keywords
Financial AdvisorsBusiness DevelopmentAssetMark SolutionsSales ConversationsAdvisor Intelligence
About the role
Key responsibilities & impact- Support Business Development Consultants across an assigned region
- Conduct high-volume outbound prospecting to financial advisors
- Execute targeted campaigns and identify advisor needs, catalysts, and potential business opportunities
- Schedule qualified meetings for BDCs and drive advisor participation in AssetMark events
- Conduct timely follow-up and capture meaningful advisor intelligence in Salesforce
- Partner with BDCs on target prioritization, messaging, and territory-specific prospecting strategy
- Participate in selected regional and Ensemble Team meetings and observe advisor sales conversations
- Learn how opportunities progress from first contact through discovery, deeper engagement, and handoff
- Receive structured coaching and practical experience in cold calling, prospecting strategy, objection handling, advisor discovery, AssetMark solutions, Salesforce, pipeline discipline, meeting preparation, follow-up, and opportunity development
- Gain greater exposure to live sales situations and increased responsibility as proficiency increases
Requirements
What you’ll need- Previous sales, business development, or financial services experience is preferred
- Strong verbal communication skills, including the ability to initiate conversations with prospective clients
- Energized by outbound prospecting, follow-up, and working toward activity and meeting goals
- Resilient and persistent when facing rejection, with accountability for results
- Curious and coachable, with the ability to apply feedback quickly
- Organized and detail-oriented, with the ability to manage outreach and accurately document activity
- Able to build productive relationships with advisors, BDCs, and internal partners
- Interest in learning about financial services, financial advisors, and AssetMark’s solutions
- Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required
- Candidates must be legally authorized to work in the US
- AssetMark is unable to provide visa sponsorship for this position
Benefits
Comp & perks- Annualized Sales Incentive Plan target of up to $60,000
- 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