Internal Sales Consultant
Internal Sales Consultant
Posted on :
31-07-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
31-07-2025
Job Description
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 & RIAs 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 AAMs 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: Bachelors 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 writtencommunications 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
Established in 1979 AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.
For over 45 years AAM has been a trusted resource for financial advisors and broker/dealers. The firm offers access to alternatives exchange-traded funds the fixed income markets managed accounts mutual funds structured products and unit investment trusts. AAM is a part of SLC Management the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC.
As ofMarch 31 2025 the brokerage and advised business at AAM represents approximately$10.8 billion in assets. (Assets under supervision represent$5.8 billionin UIT assets. The firm has$3.0 billionin assets under administration that represents the non-proprietary assets for which AAM provides various levels of service but not investment management. The firms$2.0 billionin assets under management represents AAMs 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 .
Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.
Required Experience:
Contract
Employment Type
Intern
Key Skills
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