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.
Skills Required
- 1-3 years of exposure to the financial services industry
- Effective communication via web meetings, phone, and in-person
- Ability to work in a fast-paced environment and function as a self-starter
- Ability to influence decision-making, solve problems, and execute with a client-first mindset
- Strong attention to detail, ability to multi-task, prioritize, and manage time effectively
- Experience maintaining contacts and tracking activity in Salesforce or similar CRM
- Authorized to work in the US (employer will not provide visa sponsorship)
AssetMark Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AssetMark and has not been reviewed or approved by AssetMark.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage is paired with mental health resources, HSAs/FSAs, and a wellness program with fitness reimbursement and incentives. These offerings extend beyond core insurance to support preventive care and overall wellbeing.
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Retirement Support — A 401(k) with company matching and a range of investment options is complemented by performance and recognition bonuses. Together they strengthen long‑term financial security and total rewards.
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Leave & Time Off Breadth — Salaried roles include flexible “unlimited” time off and paid sick time, while all employees receive paid holidays and a paid volunteer day. Additional leaves cover civic duties, military service, and bonding with a new child.
AssetMark Insights
What We Do
AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. We provide financial advisors with innovative solutions, insightful guidance, and our undivided attention. Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure an advisor’s business is running at its best, or offering a comprehensive suite of investment solutions.
