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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement plan sales and Self-Directed Brokerage Accounts (SDBAs), with a strong ability to develop and execute territory strategies. Proficient in relationship management, consultative selling, and maintaining accurate sales pipelines using Salesforce.
Highest-signal resume keywords
Retirement Plan SalesSelf-Directed Brokerage Accounts (SDBAs)Salesforce ProficiencyConsultative SellingFinancial Advisor Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan KnowledgeSales ForecastingProposal DevelopmentInvestment ComparisonsPipeline Management
Soft Skills
Strong Communication SkillsHighly OrganizedAttention to DetailRelationship ManagementProactive Sales Activity
Tools & Technologies
SalesforceMicrosoft Office
Certifications & Qualifications
SIESeries 6Series 63Series 65Series 7Series 66
Industry Keywords
Financial ServicesBusiness DevelopmentRetirement Plan MarketplaceAdvisor MeetingsRegulatory Developments
About the role
Key responsibilities & impact- Serve as the primary internal sales partner to the assigned Regional Retirement & SDBA Business Development Consultant
- Develop and execute coordinated territory strategies with target advisors, opportunities, and sales activities
- Prepare the Regional Consultant for advisor meetings, opportunity reviews, finalist presentations, and strategic partner discussions
- Conduct proactive outbound outreach to financial advisors to identify and develop retirement plan opportunities
- Gather plan information, understand advisor objectives, and determine next steps
- Coordinate benchmarking, proposal development, investment comparisons, and other sales resources
- Educate advisors on AssetMark’s retirement plan fiduciary solutions, investment options, and value proposition
- Identify and develop Self-Directed Brokerage Account opportunities and support the SDBA sales process
- Maintain accurate retirement plan and SDBA opportunity pipelines in Salesforce
- Track next steps, close dates, estimated assets, contacts, proposals, milestones, and sales activity
- Conduct pipeline reviews and support accurate sales forecasting
- Build relationships with financial advisors, AssetMark teams, recordkeepers, and DCIO partners
- Participate in advisor meetings, webinars, educational events, and sales presentations
- Execute targeted outbound campaigns and follow up on marketing campaigns, referrals, events, and inbound leads
- Coordinate sales materials, proposals, benchmarking analyses, onboarding, and implementation handoffs
- Communicate advisor feedback, competitive intelligence, and marketplace trends to leadership
- Maintain expertise in retirement plans, SDBAs, recordkeeping platforms, regulatory developments, and competitive offerings
Requirements
What you’ll need- Bachelor’s degree in Business Administration, Finance, or a related field preferred
- 3–7 years of experience in retirement plan sales, financial services, internal wholesaling, business development, or a related role preferred
- Experience with SDBAs, retirement plan recordkeepers, or platforms such as PCRA and BrokerageLink is a plus
- SIE, Series 6, Series 63, and Series 65 or Series 7 and Series 66 are required
- Knowledge of the retirement plan marketplace and financial advisor distribution channels strongly preferred
- Demonstrated ability to conduct proactive outbound sales activity and develop new business opportunities
- Strong consultative selling, communication, presentation, and relationship-management skills
- Highly organized with demonstrated ability to manage multiple opportunities, deadlines, and follow-up activities simultaneously
- Strong attention to detail and commitment to maintaining accurate CRM and pipeline information
- Comfortable working both independently and as part of an Internal/Regional sales partnership
- Proficiency with Salesforce and Microsoft Office
- Ability to learn and communicate complex retirement, fiduciary, and investment concepts
- Must be legally authorized to work in the US
- Visa sponsorship is not provided
Benefits
Comp & perks- Comprehensive sales incentive package
- 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