Regional Sales Consultant

Regional Sales Consultant

Our Regional Sales Consultant is responsible for supporting an external wholesaler in retaining and growing existing relationships as well as assisting in the development of strategies and business plans to win new client relationships. This individual has responsibility for the assigned geographic territory and is accountable for scheduled activities new account openings account retention revenue growth and achievement of Firm objectives.

Locations Available: Boerne TX; Lisle IL; Melville NY

ESSENTIAL RESPONSIBILITIES:

Work collaboratively with Regional Vice Presidents (RVP) to maximize territory sales efforts and attain sales goals

Partner with Regional Vice President to build and manage relationships within territory; which includes generation of leads customer service and efficient follow up while fostering a positive image of AAM

Collaboration with other sales departments within various product areas to provide clients with product accessibility while allowing AAM to capitalize on all available sales opportunities

Assist the RVP with territory management by setting appointments sending out marketing material ordering of gifts for representatives and sending thank you cards

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

Build strong relationships with existing investment professionals in territory by consistently offering sales ideas and other forms of marketing support

Prospect new contacts to establish new relationships and generate business

Discuss the financial markets articulate fund objectives and speak on portfolio strategies with clients

Proactively conduct outbound sales calls regarding prospecting/profiling follow-up investment updates recognition calls and time sensitive campaigns

Utilize Customer Relationship Management (CRM) system to capture all advisor level activities and to maximize sales targeting and effectiveness

Utilize CRM to coordinate regional marketing and communications plans

Ensure accuracy of CRM branch/advisor level data through routine updates and audits

Responsible for the tracking of all production for territory and also make any necessary corrections when needed

Perform other job-related duties as assigned

EDUCATION and/or EXPERIENCE:

1- 2 years of experience in the financial services industry

Required Education: Bachelors Degree preferred

Required Licensing: FINRA Series 7 & 66

QUALIFICATIONS:

Driven and goal-oriented focused on success

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

Excellent communication and group presentation skills

Mathematical aptitude and skills

Proven experience working collaboratively improving productivity and implementing ideas

Experience with Microsoft Office Suite (Word Excel Outlook Power Point) Internet and contact management systems

CRM Bloomberg experience a plus

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 ofJune 30 2025 the brokerage and advised business at AAM represents approximately$11.5 billion in assets. (Assets under supervision represent$6.2 billionin UIT assets. The firm has$3.3 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:

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