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Business Development Specialist

Posted on Apr 11, 2021 by AssetMark

Concord, CA 94518
Customer Service
Immediate Start
Annual Salary
Full-Time


Job Description:


The Divisional Business Development Specialist is an internal sales role designed to cultivate business through outbound call prospecting of new advisors to the AssetMark platform. The Divisional Business Development Specialist role will have a heavy emphasis on pro-active phone prospective with the primary effort of attaining new advisor relationships and working to re-engage advisors who have previously worked with AssetMark, but have become dormant. This role will leverage Marketing & Strategic Accounts Acquisition Campaigns, Acquisition Events, and other initiatives for growth focused on prospective advisors within the assigned territory to set an appointment for the advisor to meet with their Business Development Consultant.


This role is available in Encino, Chicago, Concord, or Phoenix.


Job Responsibilities:


Partner with divisional sales leaders, sales strategy, sales operations, Business Development Consultants and Regional Consultants to determine their focus for growth and develop a plan to attain new producing advisors within the division:


Proactive phone sales through focus lead lists (SFDC, Discovery Database, Discovery: Advisors-in-motion, leads garnered through marketing campaigns, etc.)
Leverage corporate marketing initiatives in regard to both targeted and problem/solution based campaigns to enhance phone prospecting effectiveness
Leverage Advisor Acquisition Focused events within the Division to drive attendance and encourage face-to-face interaction with assigned Business Development Consultants.
Provide administrative support to the Business Development Consultants to help secure the advisor's commitment to do business with AssetMark
Provide follow-up and additional information for advisors who have attended an event


Basic Skills:


BA or BS (4 year degree) or equivalent work experience
Demonstrated problem solving skills over the phone
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 a team
A self-starter who takes initiative and can work independently
FINRA Licenses: Series 6, 63, and 65 and/or Series 7 and 66 (or ability to obtain within required time periods)


Preferred Skills:


1-2 years prior experience in sales or financial services
Experience selling managed money platforms
Salesforce.com experience
Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)




Reference: 1161538639

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