This job board retrieves part of its jobs from: Toronto Jobs | Emplois Montréal | IT Jobs Canada

The Land of Lincoln is hiring! New job offers every day

To post a job, login or create an account |  Post a Job

Internal Sales Associate – Entry Level into Wealth Management

Advisors Asset Management, Inc

This is a Contract position in Lisle, IL posted May 1, 2021.

Internal Sales Associate   The Advisors Asset Management Internal 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.   Location: Boerne, Texas or Lisle, Illinois     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 Desire to contribute 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 At AAM, our employees enjoy a great benefits package including comprehensive medical, dental and vision, Health Reimbursement Account, Life Insurance, 401K, and Paid Time Off. For 40 years, AAM has been a trusted resource for financial advisors 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. AAM is a SEC registered investment advisor and member FINRA/SIPC.   As of December 31, 2020, the brokerage and advised business at AAM represents approximately $37.9 billion in assets. (Assets under supervision represent $6.8 billion in UIT assets. The firm has $27.9 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 $3.2 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.Job Requirements: 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