Job Description

The Job/What You'll Do:

Adhesion is looking to bring on a driven and hungry Internal Sales Representative, looking to show the world what they are made of. This Internal Sales Representative needs to have charisma, passion, and a fierce work ethic. This role will work in coordination and collaboration with partner Business Development professionals to drive territory strategy planning and communicate daily with that partner on tasks key to influencing the growth of the territory.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Chicago, IL or Charlotte, NC

Responsibilities:

• Proactively engage clients and prospective clients, led by online meetings, telephone, and email, to drive sales agendas and support the adviser-client’s full engagement health
• Profile prospective clients, take copious notes, and identify opportunities for engagement and follow up on leads from marketing campaigns, and maintain contacts in Salesforce
• Assist in responses to RFPs by maintaining relevant information and collaborating with internal teams
• Perform market research by identifying trends, competitors, and key accounts, and relaying articles of value to the sales team
• Maintain sales collateral and marketing material for team distribution
• Other duties may be assigned

Knowledge, Skills, and Abilities:

• Effective communication skills and presence via web meetings, phone, and in-person
• Talent to thrive in a fast-paced environment and work both within a team and independently as a self-starter
• Ability to influence decision-making and solve problems, thinking critically and collaboratively, while executing with a client-first mindset
• Proven ability to pay attention to detail, multi-task, and prioritize responsibilities effectively, with exceptional time-management and organizational skills.

Education & Experience:

• 1-3 Years of exposure to the financial services industry

Compensation: The Base Salary range for this position is between $80,000-$100,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for a comprehensive sales incentive package and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.

• Unyielding Integrity, doing what’s right, always. Even when it’s hard.

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together.

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.

• 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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.