Sales Product Specialist at AssetMark Financial Holdings, Inc. in Chicago, IL

Job Description:

Savos Investments™ crafts innovative, outcome-oriented investment portfolios. We partner exclusively with financial advisors on the AssetMark platform to provide client-centric investments and communications to their clients.

With Savos and their financial advisor working together, clients have a powerful team to help them reach their financial goals.

AssetMark, Inc. is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. AssetMark, Inc. has approximately $57 billion in assets on their platforms and a history of innovation spanning over 20 years.

This is a traditional wholesaling job, with a twist. Savos is available only to advisors who work with AssetMark, thus the focus of this role is twofold. First, working with the AssetMark sales team to help them understand the Savos philosophy and gain access to their advisors. Second, working directly with Advisors to understand their clients and how the Savos products and portfolios can help them achieve their financial goals. This position will be responsible for growing Savos products sales within the Central Division.

Required Skills:

• Driven to succeed
• Ability to build strong relationships
• A love of the market and ability to explain macrotrends and their impact on investments
• Great presentation skills, in person, on zoom, and via phone
• Organized and self-motivated
• Ability to work as a team, we are all in this together
• Understanding of the Independent Advisor market
• Ability to work collaboratively across the organization to deliver a great client experience to Advisors and their clients

Knowledge, Skills and Experience:

• Wholesale experience in investment management
• A hands-on collaborative style
• Experience with Salesforce, Eloqua, and other productivity tools.
• Bachelor’s degree
• 5-7 years’ experience in a sales role in financial services
• Experience working in a small team
• Creative thinker with a drive to get things done