Internal Retirement & SDBA Sales Consultant

Job Description:

The Job/What You'll Do:

The Internal Retirement & SDBA Sales Consultant is a key member of the Asset Mark 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, Asset Mark sales and ensemble teams, recordkeeping partners, and other strategic relationships to identify opportunities, educate advisors, coordinate proposals and benchmarking, and expand the adoption of Asset Mark 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.

Responsibilities:

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 Asset Mark’s retirement plan capabilities, fiduciary solutions, investment options, and overall value proposition
• Identify opportunities within existing Asset Mark advisor relationships to expand their use of Asset Mark 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 Asset Mark relationships with potential SDBA opportunities
• Educate advisors on Asset Mark’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…