Internal Sales Associate

Company: Advisors Asset Management, Inc
Location: Boca Raton
Posted on: June 20, 2022

Job Description:

Internal Sales Associate Structured Products - The Advisors Asset Management Internal Sales Associate will work within our Distribution Division in a team environment focusing on new and existing client relationships to increase sales among our growing product lines across all asset classes with a focus on Structured Products. - This--- entry-level associate opportunity ---provides a platform to learn about wholesaled distribution of financial services products in a highly competitive environment. You will work in a fast-paced, collaborative environment that combines hands on leadership, functional training and development. - In our structured program, you will be tasked with completing required training, mastering assessments, obtaining industry licenses and certification (FINRA Series 7 & 63 and SIE) and meeting minimum performance standards. Once duly licensed, our ideal candidate will successfully cultivate new business and expand existing relationships by balancing sales activities and customer service. - Location: Boca Raton, FL - ESSENTIAL RESPONSIBILITIES : Scheduling meetings for the Structured Product Sales Consultants Prospecting new and existing advisors Collaborating with the other members within the POD(s) and working together on opportunities to increase business. Profile financial advisors to obtain information that will assist the client in reaching stated objectives Maintain current knowledge of all markets and AAM analytics and market commentaries Provide exceptional customer service and financial services advice consistent with the client objectives Meet stated activities determined by the Sales Manager; Phone, Email and scheduled meetings Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM Perform other job-related duties as assigned EDUCATION and/or EXPERIENCE : Financial services industry experience a plus Preferred Education: Bachelor's Degree preferred Licensing: Will work to obtain the SIE Securities Industry Essentials Certification and FINRA Series 7, 63 licensing QUALIFICATIONS : Possess strong interpersonal skills and be a motivated self-starter Ability to influence and persuade to achieve desired outcomes Strong analytical, problem solving, and negotiation skills Excellent oral and written communications skills, presentation experience a plus Demonstrated ability to plan, organize, and prioritize - 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 September 30, 2021, the brokerage and advised business at AAM represents approximately $41.5 billion in assets. (Assets under supervision represent $7.3 billion in UIT assets. The firm has $30.5 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 $3.7 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 www.aamlive.com . - Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify. -Job Requirements:ESSENTIAL RESPONSIBILITIES: Scheduling meetings for the Structured Product -Sales Consultants - Prospecting new and existing advisors - Collaborating -with the other members within the POD(s) and working together on opportunities to increase business. - Profile financial advisors to obtain information that will assist the client in reaching stated objectives - Maintain current knowledge of all markets and AAM analytics and market commentaries - Provide exceptional customer service and financial services advice consistent with the client objectives - Meet stated -activities -determined -by the Sales Manager; Phone, Email and scheduled meetings - Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM - Perform other job-related duties as assigned -

Keywords: Advisors Asset Management, Inc, Boca Raton , Internal Sales Associate, Sales , Boca Raton, Florida