Regional Sales Associate

ESSENTIAL 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

EDUCATION and/or EXPERIENCE

Financial services industry experience a plus

Required Education: Bachelor's Degree preferred

Required Certifications: Will work to obtain FINRA Series 7 & 66

QUALIFICATIONS

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

Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.

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