Sales Consultant - Assetmark

Job Title: Sales Consultant Specialist

What You’ll Do:

• Support the sales team in building and nurturing relationships with Investment Advisors.
• Manage key administrative tasks to streamline sales processes.
• Assist in preparing sales presentations and materials.
• Track and analyze sales metrics to identify opportunities for growth.
• Coordinate communication between advisors and internal teams.

Qualifications:

• Bachelor’s degree in Business, Finance, or related field.
• 1-3 years of experience in sales support or financial services.
• Strong communication and interpersonal skills.
• Proficient in Microsoft Office Suite.
• Detail-oriented with excellent organizational abilities.