Regional Sales Associate

About the role

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.

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
• Aid with calendar management and appointment setting
• Manage and maintain marketing supplies as well as mailings for literature requests to potential and current clients
• Aid in Sales Campaign Development with RVP/RSC
• Create and update spreadsheets
• Verify Rep IDs for ISCS and RVPs
• Identify source of unassigned trades and accounts
• Perform other job-related duties as assigned

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

Education and Experience

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