Be an early applicantLess than 25 applicants

Company

Advisors Asset Management, Inc. · 7 hours ago

Regional Vice President

United States

Full-time

Remote

Mid Level

3+ years exp

Maximize your interview chances

BankingConsulting

Growth Opportunities

Insider Connection @Advisors Asset Management, Inc.

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Work collaboratively with internal sales consultant to prospect all channels and build sales pipeline.

Partner with existing AAM Generalist & UIT Wholesalers to build and manage relationships within territory. This includes generation of leads, customer service and efficient follow up while fostering a positive image of AAM

Attend industry conferences and regional events to generate sales leads and additional interest in AAM’s ETFs

Analyze marketplace and develop target lists for potential clients in assigned region and prioritize according to potential

Master the AAM ETF solutions in order to teach and educate advisors and prospects to fully engage in our client’s needs

Collaboration with other sales departments within various product areas to provide clients with product accessibility while allowing AAM to capitalize on all available sales opportunities

Develop and implement sales plan that aligns with division sales plans and allows for the meeting of goals and objectives of clients, territory and AAM

Profile clients to obtain information that will assist the client in reaching stated objectives

Maintain heavy travel schedule within territory to conduct client meetings and presentations

Maintain current knowledge of all markets and AAM analytics and market commentaries

Representing AAM and our products to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of AAM products relative to its competitors

Provide exceptional customer service and financial services advice consistent with the client objectives

Enters and maintains data in contact management system to properly track all sales efforts, client contacts and any other necessary information

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Exchange Traded FundsFINRA Series 7FINRA Series 63Capital MarketsAsset AllocationPortfolio ConstructionIncome-oriented SolutionsMicrosoft Office SuiteFinancial Services IndustrySales StrategiesContact Management Systems

Required

In depth knowledge of Exchange Traded Funds with a high level of knowledge around capital markets, asset allocation, and portfolio construction

History of successfully distributing income-oriented solutions

Driven and goal-oriented, focused on success

Demonstrated abilities in time management; includes managing multiple projects and meeting strict deadlines

Excellent verbal and written communication skills

Strong interpersonal skills, ability to build and grow internal and external relationships

Proven experience working collaboratively and improving team productivity

Creative thinker who can produce, manage and implement productive sales strategies and ideas

Experience with Microsoft Office Suite (Word, Excel, Outlook, Power Point), Internet and contact management systems

3+ years of experience in the financial services industry

Required Education: Bachelor's Degree or equivalent experience

Required Certifications: FINRA Series 7 & 63

Company

Advisors Asset Management, Inc.

Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals.

Founded in 1979

Monument, Colorado, USA

201-500 employees