Job description
Regional Sales Consultant
Our
Regional Sales Consultant is responsible for supporting an external wholesaler in retaining and growing existing relationships as well as assisting in the development of strategies and business plans to win new client relationships. This individual has responsibility for the assigned geographic territory and is accountable for scheduled activities, new account openings, account retention, revenue growth and achievement of Firm objectives.
Locations Available: Lisle, Il., Boerne, TX, New York, NY
ESSENTIAL RESPONSIBILITIES
:
- Work collaboratively with Regional Vice Presidents (RVP) to maximize territory sales efforts and attain sales goals
- Partner with Regional Vice President 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
- Assist the RVP with territory management by setting appointments, sending out marketing material, ordering of gifts for representatives and sending thank you cards
- Profile clients to obtain information that will assist the client in reaching stated objectives
- Build strong relationships with existing investment professionals in territory by consistently offering sales ideas and other forms of marketing support
- Prospect new contacts to establish new relationships and generate business
- Discuss the financial markets, articulate fund objectives, and speak on portfolio strategies with clients
- Proactively conduct outbound sales calls regarding prospecting/profiling, follow-up, investment updates, recognition calls and time sensitive campaigns
- Utilize Customer Relationship Management (CRM) system to capture all advisor level activities and to maximize sales targeting and effectiveness
- Utilize CRM to coordinate regional marketing and communications plans
- Ensure accuracy of CRM branch/advisor level data through routine updates and audits
- Responsible for the tracking of all production for territory and also make any necessary corrections when needed
- Perform other job-related duties as assigned
EDUCATION and/or EXPERIENCE
:
- 1- 2 years of experience in the financial services industry
- Required Education: Bachelor’s Degree preferred
- Required Licensing: FINRA Series 7 & 66
QUALIFICATIONS
:
- Driven and goal-oriented, focused on success
- Demonstrated abilities in time management; including, managing multiple projects and meeting strict deadlines
- Excellent communication and group presentation skills
- Mathematical aptitude and skills
- Proven experience working collaboratively, improving productivity, and implementing ideas
- Experience with Microsoft Office Suite (Word, Excel, Outlook, Power Point), Internet and contact management systems
- CRM, Salesforce.com, Bloomberg experience a plus
Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.
For over 40 years, AAM has been a trusted resource for financial professionals and broker/dealers. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics and now exchange-traded funds (ETFs). Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC.
As of December 31, 2022, the brokerage and advised business at AAM represents approximately $40.5 billion in assets. (Assets under supervision represent $5.4 billion in UIT assets. The firm has $31.4 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not management. The firm's $3.7 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.)
AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com.
Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.
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