Regional Sales Associate jobs in United States
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Advisors Asset Management ETFs · 1 week ago

Regional Sales Associate

positionLisle, IL
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Advisors Asset Management is a respected financial firm providing tailored portfolio solutions for financial professionals. The Regional Sales Associate role supports Regional Sales Consultants and Vice Presidents with appointment setting, analytical research, and marketing support while working towards obtaining FINRA licensing.

Financial Services
badNo H1Bnote

Responsibilities

Support for Regional Vice President and Regional Sales Consultant; Set up meetings, provide analytical research to help prepare for meetings, entering data into CRM database
Upon obtaining FINRA Licensing; proactively market AAM investment solutions to FA’s
Assist with calendar management and appointment setting
Perform Territory Branch ‘clean up’ to ensure that all rep information is up to date and accurate in all systems
Managing and maintaining marketing supplies as well as mailings for literature requests to potential and current clients
Assist in Sales Campaign Development with RVP/RSC
Perform proactive sales efforts for lower-tier clients and prospective clients
Creating and updating spreadsheets
Verification of Rep IDs for ISCS and RVPs
Identify source of unassigned trades and accounts
Perform other job-related duties as assigned

Qualification

FINRA Series 7FINRA Series 66Financial Services experienceMicrosoft Office SuiteCRM systemsDetail orientationCommunication skillsProject management

Required

Will work to obtain FINRA Series 7 & 66
Strong desire to be a contributor to the success of a team
Microsoft Office Suite (Word, Excel, Outlook, Power Point), Internet and contact management systems (CRM)
Ability to communicate clearly and concisely, both oral and written
Detail orientation to ensure the accuracy of reports, correspondence and databases
Ability to handle multiple projects and adapt to an ever-changing environment

Preferred

Financial services industry experience a plus
Bachelor's Degree preferred
Experience in the Financial Services industry a plus

Company

Advisors Asset Management ETFs

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Important Disclosures: The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing.
location
New York, NY , US
people-size201-500 employees
web-link
https://www.aamlive.com/ETF

Funding

Current Stage
Growth Stage
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