Advisors Asset Management ETFs · 1 week ago
Internal Sales Associate
Boca Raton, FL
Full-time
Onsite
New Grad, Entry LevelAdvisors Asset Management is a respected financial force providing tailored portfolio solutions for financial professionals. The Internal Sales Associate will focus on developing client relationships and increasing sales of structured products while completing required training and obtaining industry licenses.
Financial Services
No H1B
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
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
Demonstrated ability to plan, organize, and prioritize
Will work to obtain the SIE Securities Industry Essentials Certification and FINRA Series 7, 63 licensing
Preferred
Bachelor's Degree preferred
Financial services industry experience a plus
Presentation experience a plus
Company
Advisors Asset Management ETFs
Important Disclosures: The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase