Internal Retirement & SDBA Sales Consultant

The Job/What You'll Do

The Internal Retirement & SDBA Sales Consultant is a key member of the AssetMark Retirement Services sales organization and serves as the primary internal sales partner to the Regional Retirement & SDBA Business Development Consultant.

Together, the Internal and Regional Consultants operate as a coordinated sales team responsible for driving growth across two strategic areas: retirement plan solutions and Self-Directed Brokerage Accounts (SDBAs).

The Internal Consultant is responsible for developing new opportunities, supporting advisor engagement, coordinating the sales process, and maintaining consistent follow-up across the territory. The role combines proactive business development with sales execution, helping ensure retirement plan and SDBA opportunities progress efficiently from initial identification through close.

The Internal Consultant will work directly with financial advisors, AssetMark sales and ensemble teams, recordkeeping partners, and other strategic relationships to identify opportunities, educate advisors, coordinate proposals and benchmarking, and expand the adoption of AssetMark Retirement Services.

The successful candidate will be highly organized, sales-oriented, proactive, and comfortable taking ownership of opportunities while working closely with the Regional Consultant to achieve shared territory growth objectives.

Partner with the Regional Consultant

Serve as the primary internal sales partner to the assigned Regional Retirement & SDBA Business Development Consultant

Develop and execute a coordinated territory strategy with clearly defined priorities, target advisors, opportunities, and sales activities

Prepare the Regional Consultant for advisor meetings, opportunity reviews, finalist presentations, and strategic partner discussions

Coordinate follow-up from Regional Consultant meetings to ensure opportunities continue progressing through the sales process

Maintain regular communication with the Regional Consultant regarding pipeline activity, advisor engagement, priorities, and next steps

Provide continuity and accessibility for advisors when the Regional Consultant is traveling or engaged in external meetings

Generate Retirement Plan Opportunities

Conduct proactive outbound outreach to financial advisors to identify and develop new retirement plan opportunities

Work with advisors to gather plan information, understand objectives, identify potential opportunities, and determine appropriate next steps

Coordinate retirement plan benchmarking, proposal development, investment comparisons, and other sales resources needed to advance opportunities

Help advisors understand AssetMark ’s retirement plan capabilities, fiduciary solutions, investment options, and overall value proposition

Identify opportunities within existing AssetMark advisor relationships to expand their use of AssetMark Retirement Services

Support opportunities throughout the sales lifecycle, from initial discovery and proposal development through finalist presentation and close

Accelerate SDBA Adoption

Proactively identify advisors and existing AssetMark relationships with potential SDBA opportunities

Educate advisors on AssetMark ’s SDBA capabilities and the benefits of professionally managing retirement assets held within SDBAs

Help advisors understand how SDBAs can complement their broader wealth management relationships and create opportunities to manage additional client assets

Conduct outbound campaigns and follow-up activities designed to generate new SDBA opportunities

Support advisors through the SDBA sales process and coordinate with appropriate internal teams to facilitate implementation

Maintain familiarity with major SDBA platforms and programs, including PCRA and BrokerageLink

Own Pipeline Management & Sales Follow-Up

Maintain a complete and accurate territory pipeline for retirement plan and SDBA opportunities in Salesforce

Ensure opportunities include clear next steps, expected close dates, estimated assets, key contacts, and relevant sales activity

Proactively follow up with advisors and partners to prevent opportunities from becoming inactive or stalled

Coordinate and track proposals, benchmarking requests, finalist opportunities, and other key sales milestones

Conduct regular pipeline reviews with the Regional Consultant to establish priorities and determine appropriate sales strategies

Maintain an organized calendar of advisor follow-ups, campaigns, partner activity, and territory initiatives

Help provide visibility into expected new business and support accurate sales forecasting

Advisor & Partner Engagement

Develop strong working relationships with financial advisors, AssetMark sales and ensemble teams, recordkeepers, and DCIO partners

Serve as an accessible internal resource for retirement plan and SDBA questions

Respond to advisor inquiries and coordinate with appropriate internal teams to resolve questions and advance opportunities

Participate in advisor meetings, webinars, educational events, and sales presentations as appropriate

Support recordkeeper and strategic partner relationships by coordinating opportunities, follow-up, and joint business development activities

Sales Campaigns & Business Development

Execute targeted outbound campaigns in partnership with the Regional Consultant and AssetMark marketing teams

Utilize Salesforce, Discovery Database, marketing leads, advisor data, recordkeeper relationships, and other available resources to identify prospective opportunities

Follow up on marketing campaigns, event attendees, referrals, and inbound leads to convert interest into qualified sales opportunities

Identify trends within the territory that can be translated into targeted business development initiatives

Consistently develop new pipeline rather than relying exclusively on inbound opportunities

Internal Coordination

Partner with marketing, operations, compliance, investment teams, and other internal resources to support advisor opportunities

Coordinate the development and delivery of sales materials, proposals, benchmarking analyses, and other advisor-facing resources

Help ensure a smooth transition of closed business from sales into onboarding and implementation

Communicate recurring advisor feedback, competitive intelligence, and marketplace trends to the Regional Consultant and Retirement Services leadership

Maintain Industry Expertise

Develop and maintain strong knowledge of AssetMark Retirement Services, including retirement plan fiduciary solutions and SDBA capabilities

Maintain working knowledge of 401(k), Cash Balance, Non-Qualified Plans, SDBAs, recordkeeping platforms, and the broader retirement plan marketplace

Stay current on competitive offerings, industry trends, regulatory developments, and advisor needs

Continuously develop the technical and consultative expertise necessary to independently conduct advisor sales conversations

Measures of Success

New retirement plan and SDBA opportunities generated

Qualified pipeline growth and progression

Retirement and SDBA assets won and funded

Advisor outreach, meetings, and engagement

Proposal and opportunity conversion rates

Timeliness and consistency of advisor follow-up

Salesforce accuracy and pipeline management

Effectiveness of the partnership with the Regional Consultant

Contribution to overall territory growth