Internal Sales Associate jobs in United States
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Advisors Asset Management, Inc. · 1 week ago

Internal Sales Associate

positionBoca Raton, FL
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Advisors Asset Management, Inc. is a respected financial services firm providing tailored portfolio solutions. The Internal Sales Associate will focus on client relationships to increase sales of structured products while completing required training and obtaining industry licenses.

BankingConsultingCrowdfundingFinancial Services
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Growth Opportunities
Hiring Manager
Taylor Fetter, SHRM-CP
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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

Qualification

FINRA Series 7FINRA Series 63SIE CertificationFinancial services experienceAnalytical skillsInterpersonal skillsNegotiation skillsCommunication skillsOrganizational skills

Required

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
Licensing: Will work to obtain the SIE Securities Industry Essentials Certification and FINRA Series 7, 63 licensing

Preferred

Financial services industry experience a plus
Preferred Education: Bachelor's Degree preferred

Company

Advisors Asset Management, Inc.

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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.
dateFounded in 1979
location
Monument, Colorado, USA
people-size201-500 employees
web-link
http://aamlive.com

Funding

Current Stage
Growth Stage
Total Funding
$0.2M
2022-09-01Acquired
2014-03-04Seed· $0.2M

Leadership Team

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Bart Daniel
Chief Technology Officer
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Jeff Opie
Chief Financial Officer
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Company data provided by crunchbase