Regional Sales Consultant – Alternative Investments Products
Location Available: Manhattan, NY
Hours: 10am – 6pm or 11am to 7pm Monday through Friday
Compensation: Base + Quarterly Bonus Target; estimated total compensation range $150,000
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; including generation of leads, customer service and efficient follow up while fostering a positive image of AAM
- Collaborate 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 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
- 2+ years of experience in the financial services industry
- Alternative product experience preferred
- Required Education: Bachelor’s Degree preferred
- Required Licensing: FINRA Series 7 & 63
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
Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.
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