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Advisors Asset Management, Inc. · 3 hours ago

Regional Vice President

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

Advisors Asset Management, Inc. is a respected financial force providing complete portfolio solutions tailored to the needs of financial professionals. The Regional Vice President is responsible for developing strategies to win new client relationships and retain existing ones while managing a geographic territory focused on revenue growth and account openings.

BankingConsultingCrowdfundingFinancial Services

Growth Opportunities

No H1B

Responsibilities

Work collaboratively with Internal Sales Consultant to maximize territory sales efforts and attain sales goals

Analyzes marketplace and develops target lists for potential client's in assigned region and prioritize according to potential

Partner with Internal Sales Consultant to build and manage relationships within territory, which includes, generation of leads, customer service and efficient follow up while fostering a positive image of AAM

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 plan and allows for the meeting of goals and objectives of clients, territory, and Firm

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

Attend industry conferences and regional events to generate additional interest in AAM’s products

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 the 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

Perform other job-related duties as assigned

Qualification

Mutual Funds knowledgeSeparately Managed AccountsFINRA Series 7FINRA Series 66Microsoft Office SuiteCustomer serviceMathematical aptitudeTime managementCommunication skillsInterpersonal skills

Required

Driven and goal-oriented, focused on success

Self-Motivated; passion for industry

In depth knowledge of Mutual Funds and Separately Managed Accounts

Demonstrated abilities in time management, including, managing multiple projects, and meeting strict deadlines

Excellent communication and group presentation skills

Mathematical aptitude and skills

Strong interpersonal skills, ability to communicate at all levels of the organization and with individuals at remote locations

Proven experience working collaboratively, improving productivity, and implementing ideas

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

5- 9 years of experience in the financial services industry

Required Education: Bachelor's Degree or equivalent experience

Required Certifications: FINRA Series 7 & 66

Company

Advisors Asset Management, Inc.

With roots dating back to 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