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. #J-18808-Ljbffr Advisors Asset Management, Inc.