Regional Sales Associate

Advisors Asset Management•Lisle, IL

About The Position

The Advisors Asset Management Regional Sales Associate role supports our Regional Sales Consultants (RSC) and Regional Vice Presidents (RVP) with appointment setting, analytical research, marketing support & data entry projects while working to gain their FINRA licensing. Available Locations: Lisle, IL; Boerne, TX; Melville, NY

Requirements

Financial services industry experience a plus
Required Education: Bachelor's Degree preferred
Required Certifications: Will work to obtain FINRA Series 7 & 66
Experience in the Financial Services industry a plus
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

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