BocaRatonRecruiter Since 2001
the smart solution for Boca Raton jobs

Internal Sales Consultant - Structured Products

Company: Advisors Asset Management, Inc
Location: Boca Raton
Posted on: January 15, 2022

Job Description:

Internal Sales Consultant -- - The Advisors Asset Management Structured Products Specialist will work within our Distribution Division which will be a team environment focusing on new and existing client relationships to increase sales among our growing product lines across all asset classes. This sales specialist position will require collaboration with our internal and external wholesalers and will also provide exceptional customer service and financial services advice to client firms and its advisors. -- - Location Available: Boca Raton, FL -- - -- - ESSENTIAL RESPONSIBILITIES : Provides focused sales services to client firm representatives (financial advisors) in Structured Products (Market Linked Products) Profile financial advisors to obtain information that will assist the client in reaching stated objectives Wholesale and Distribute Structured Products to Broker Dealers & RIA's across the United States Maintain current knowledge of all markets and AAM analytics and market commentaries Work with Structured Products Trading & Origination to create new products and custom transactions for advisors Securities research, economic reports, and trend forecasting Create presentations to educate financial advisors on Market Linked CDs & Market Linked Notes Using AAM provided tools, complete and present portfolio analytics to assist clients Position client portfolios to capitalize on current and upcoming market cycle conditions Provide exceptional customer service and financial services advice consistent with the client objectives Meet stated production goals set by the Sales Manager; Phone, Email, Meeting & Conference Metrics Ability to travel when needed Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM Work with AAM's Business Intelligence group to maximize your day to day process / task Perform other job-related duties as assigned -- - EDUCATION and/or EXPERIENCE : 2 yrs+ experience in the Financial Services Industry, Financial Technology, Marketing, and Sales Required Education: Bachelor's Degree or equivalent experience Licensing: SIE Securities Industry Essentials Certification; FINRA Series 7, 63 required In depth knowledge of Structured Products and Fixed Income Sales Financial Markets acumen -- - QUALIFICATIONS : Excellent oral and written communications skills, presentation experience a plus Analytical, problem solving, and negotiation skills Demonstrated abilities in time management; including, managing multiple projects and meeting strict deadlines Ability to influence and persuade to achieve desired outcomes Proven experience working collaboratively, improving productivity, and implementing ideas Experience with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Power BI, Bloomberg Internet, Salesforce & CRM application systems -- - At AAM, our employees enjoy a great benefits package including comprehensive medical, dental and vision, Health Reimbursement Account, Life Insurance, 401K, and Paid Time Off. For 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics. AAM is a SEC registered investment advisor and member FINRA/SIPC. -- - As of December 31, 2020, the brokerage and advised business at AAM represents approximately $37.9 billion in assets. (Assets under supervision represent $6.8 billion in UIT assets. The firm has $27.9 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not management. The firm's $3.2 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.) -- - AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit . -- - Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.Job Requirements: ESSENTIAL RESPONSIBILITIES: Provides focused sales services to client firm representatives (financial advisors) in Structured Products (Market Linked Products) Profile financial advisors to obtain information that will assist the client in reaching stated objectives Wholesale and Distribute Structured Products to Broker Dealers & RIA's across the United States Maintain current knowledge of all markets and AAM analytics and market commentaries Work with Structured Products Trading & Origination to create new products and custom transactions for advisors Securities research, economic reports, and trend forecasting Create presentations to educate financial advisors on Market Linked CDs & Market Linked Notes Using AAM provided tools, complete and present portfolio analytics to assist clients Position client portfolios to capitalize on current and upcoming market cycle conditions Provide exceptional customer service and financial services advice consistent with the client objectives Meet stated production goals as determined by the Sales Manager; Phone, Email, Meeting & Conference Metrics Ability to travel when needed Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM Work with AAM's Business Intelligence group to maximize your day to day process / task Perform other job-related duties as assigned

Keywords: Advisors Asset Management, Inc, Boca Raton , Internal Sales Consultant - Structured Products, Professions , Boca Raton, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Boca Raton RSS job feeds