Employment Spot

Job Description

Advisors Asset Management is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. AAM is a comprehensive investment resource for financial professionals, providing their partner/clients with extensive portfolio support services and efficient access to the fixed income and equity markets. AAM specializes in providing timely investment solutions, including Unit Investment Trusts and Structured Products as well as Separately Managed Account services. Established in 1979, AAM has nine major offices across the nation and partners with more than 75 broker/dealers (25,000 registered reps), 2,500 independent registered advisors, and 175 street accounts which includes small and regional broker dealers and warehouses. For more information on AAM, please visit our website athttp://api.careerbuilder.com/v1/joblink?DID=J8D3CH6GCMZYJ02N493&developerkey=WDAW0QF6HDXRBLW245F7

Department: Wholesale Distribution

Title: Internal Sales Consultant

Reports to (title): Internal Sales Desk Supervisor/1st VP Investments

Location: San Antonio/Chicago

General Purpose of the Job: Support an external wholesaler and proactively seek out increased production in primary AAM's proprietary UIT products with outbound call campaigns.

Job Requirements

Essential Duties and Responsibilities:

1. Maintain a successful relationship with an external wholesaler to penetrate and generate production from a pre-assigned territory. Internals will help the external with appointments, marketing material requests, order gifts for representatives, inputting all notes from visits into our client management system, send thank you cards and provide detailed information about our trusts and broker dealer relationships.

2. At least 50 Outbound Calls per day will be required. Calls include cold calling, warm calling, follow-ups to RVP visits, taking care of existing buyers and appointment setting. Calls will be sales oriented and should follow the sales process to generate production. Being familiar with profiling, overcoming objections and closing is required.

3. Data Base Management. Internals will be required to keep our internal client management system current.

4. Tracking of production. Internals will be responsible to track all production for their territory and also make any necessary corrections when needed.

Experience required: One to two years

Education required: High school diploma or equivalent

Certificates, Licenses and Registrations required: 7;66

AAM offers a competitive compensation package and a comprehensive benefits program including: Medical, HRA, Dental, FSA, Vision, 401(k), STD, LTD, Life Insurance.