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Internal Sales Consultant, Structured Product Sales at Advisors Asset Management, Inc

Internal Sales Consultant, Structured Product Sales

Advisors Asset Management, Inc Boca Raton, FL Full-Time

Internal Sales Consultant

Structured Product Sales

The Advisors Asset Management Structured Products Specialist will work within our Distribution Division which will be a team environment focusing on new and existing client relationships to increase sales among our growing product lines across all asset classes. This sales specialist position will require strong collaboration with our internal and external wholesalers and will also provide exceptional customer service and financial services advice to client firms and its advisors.

Location Available: Boca Raton, FL

ESSENTIAL RESPONSIBILITIES :

Provides focused sales services to client firm representatives (financial advisors) in Structured Products (Market Linked Products)

Profile financial advisors to obtain information that will assist the client in reaching stated objectives

Wholesale and Distribute Structured Products to Broker Dealers & RIA’s across the United States

Maintain current knowledge of all markets and AAM analytics and market commentaries

Work with Structured Products Trading & Origination to create new products and custom transactions for advisors

Securities research, economic reports, and trend forecasting

Create presentations to educate financial advisors on Market Linked CDs & Market Linked Notes

Using AAM provided tools, complete and present portfolio analytics to assist clients

Position client portfolios to capitalize on current and upcoming market cycle conditions

Provide exceptional customer service and financial services advice consistent with the client objectives

Meet stated production goals as determined by the Sales Manager; Phone, Email, Meeting & Conference Metrics

Ability to travel when needed

Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM

Work with AAM’s Business Intelligence group to maximize your day to day process / task

Perform other job-related duties as assigned

EDUCATION and/or EXPERIENCE :

2 yrs+ experience in the Financial Services Industry, Financial Technology, Marketing, and Sales

Required Education: Bachelor’s Degree or equivalent experience

Licensing: SIE Securities Industry Essentials Certification; FINRA Series 7, 63 required

In depth knowledge of Structured Products and Fixed Income Sales

Strong Financial Markets acumen

QUALIFICATIONS :

Excellent oral and written communications skills, presentation experience a plus

Strong analytical, problem solving, and negotiation skills

Demonstrated abilities in time management; including, managing multiple projects and meeting strict deadlines

Ability to influence and persuade to achieve desired outcomes

Proven experience working collaboratively, improving productivity, and implementing ideas

Experience with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Power BI, Bloomberg

Internet, Salesforce & CRM application systems

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 March 31, 2022, the brokerage and advised business at AAM represents approximately $44.0 billion in assets. (Assets under supervision represent $7.1 billion in UIT assets. The firm has $33.0 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 $3.9 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 [ Link removed ] - Click here to apply to Internal Sales Consultant, Structured Product Sales .

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

ESSENTIAL RESPONSIBILITIES:

Provides focused sales services to client firm representatives (financial advisors) in Structured Products (Market Linked Products)

Profile financial advisors to obtain information that will assist the client in reaching stated objectives

Wholesale and Distribute Structured Products to Broker Dealers & RIA’s across the United States

Maintain current knowledge of all markets and AAM analytics and market commentaries

Work with Structured Products Trading & Origination to create new products and custom transactions for advisors

Securities research, economic reports, and trend forecasting

Create presentations to educate financial advisors on Market Linked CDs & Market Linked Notes

Using AAM provided tools, complete and present portfolio analytics to assist clients

Position client portfolios to capitalize on current and upcoming market cycle conditions

Provide exceptional customer service and financial services advice consistent with the client objectives

Meet stated production goals as determined by the Sales Manager; Phone, Email, Meeting & Conference Metrics

Ability to travel when needed

Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM

Work with AAM’s Business Intelligence group to maximize your day to day process / task

Perform other job-related duties as assigned

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