Regional Retirement Consultant Central Region

AssetMark•Austin, TX

1d•$110,000 - $125,000•Hybrid

About The Position

The Retirement Plan Services Business Development Consultant is responsible for leading the growth and strategic development of retirement plans and services for the central region at AssetMark. This role focuses on cultivating new business opportunities, consulting with advisors to assist them with prospecting, benchmarking, closing retirement plan opportunities, and positioning AssetMark as a leader in the retirement plan investment fiduciary services marketplace.

Requirements

In-depth understanding of retirement plans, such as 401(k)s, Cash Balance, and Non-Qualified Plans, and relevant compliance regulations
Exceptional communication, negotiation, and interpersonal skills
Strong analytical and strategic thinking abilities, with a focus on client needs and business objectives
Proficiency in Salesforce and Microsoft Office Suite
Ability to work independently and as part of a team in a fast-paced environment
Able to travel up to 40% of the time based on territory
Bachelor’s degree in Business Administration, Finance, or a related field
5-10 years of proven experience in business development or sales within the retirement plan services or financial services industry
Series 6 (or 7), 63, and 65 (or 66) licenses are required
Candidates must be legally authorized to work in the US to be considered.
We are unable to provide visa sponsorship for this position.

Nice To Haves

Master’s degree is preferred

Responsibilities

Develop deep and meaningful relationships with AssetMark ensemble teams, retirement plan advisors, recordkeeping, and DCIO wholesalers to identify business opportunities
Create strategic initiatives based on those relationships
Actively seek new client relationships and manage the entire sales lifecycle from prospecting to closing
Engage with advisors to present a scalable retirement plan business development process tailored to their local market and objectives
Ability to actively participate in finals presentations to executives of small to large corporations
Build and maintain long-term relationships with existing financial advisors, ensemble teams, recordkeeping, and DCIO wholesalers
Provide exceptional service and support to ensure client satisfaction and retention.
Utilize a consultative business development approach to understand client objectives and recommend suitable retirement plan services
Clearly articulate the benefits and features of various retirement solutions
Attend/Present at AssetMark and industry conferences, networking events, and seminars to promote the organization’s retirement services, expanding the network of potential advisory clients and partners
Work closely with internal teams, including compliance, operations, and marketing, to ensure alignment in service offerings and messaging in the marketplace
Enter all interactions with the ensemble teams, advisors, and retirement plan wholesalers in Salesforce
Use Salesforce to analyze interactions and the sales pipeline effectively
Adjust strategies as necessary to achieve goals
Actively maintain a list of top clients and prospects, keeping it up to date weekly
Conduct and document a minimum of 50 meetings per month, 40 with advisors, 10 with ensemble teams, RK, and DCIO wholesalers
Stay informed about changes in retirement plan regulations, compliance requirements, and industry standards to serve clients and minimize risks effectively