Internal Sales - Business Development Consultant - Advisors Asset Management - Boca Raton, FL

Internal Sales - Business Development Consultant - Advisors Asset Management - Boca Raton, FL -

Business Development Consultant

Internal Sales

The Advisors Asset Management Business Development Consultant will probably be tasked with creating new relationships whereas additionally offering distinctive customer support to our shopper companies.

Place Location – Boca Raton, FL

ESSENTIAL RESPONSIBILITIES :
Proactively market AAMs Fastened Revenue Platform to monetary representatives in an outlined territory.

Supplies sales providers to shopper agency representatives in all fastened revenue merchandise distributed by AAM

Profile shoppers to acquire info that may help the shopper in reaching said goals

Dealer trades of fastened revenue securities together with municipal bonds, company bonds, treasuries, businesses and Structured Merchandise

Carry out preliminary examine and confirm monetary stability of firms and municipalities for bond funding suitability issues

Assemble, monitor, and analyze fastened revenue funding portfolios for top internet value buyers

Present distinctive customer support and monetary providers recommendation according to the shopper goals

Utilizing AAM offered instruments, full and current portfolio analytics to help shoppers

Keep present information of all markets, AAM analytics and market commentaries

Meet said manufacturing objectives as decided by the Sales Supervisor

Carry out different job-associated duties as assigned

EDUCATION and/or EXPERIENCE :
1 – three yrs expertise within the Monetary Providers Business

Required Schooling: Bachelor’s Diploma or equal expertise

Required Certifications: FINRA Collection 7 & 66

In depth information of Institutional Fastened Revenue Sales and Structured Merchandise

QUALIFICATIONS :
Entrepreneurial, pushed and outcomes targeted

Demonstrated talents in prospecting and relationship constructing by way of telephone and marketing campaigns

Robust communication and group presentation expertise

Coachable and prepared to study in a quick paced setting

Expertise with Microsoft Workplace Suite (Phrase, Excel, Outlook, Energy Level), Web, Salesforce & CRM methods

At AAM, our staff take pleasure in an incredible advantages package deal together with complete medical, dental and imaginative and prescient, Well being Reimbursement Account, Life Insurance coverage, 401Okay, and Paid Time Off.

For greater than 35 years, Advisors Asset Management (AAM) has been a trusted useful resource for monetary advisors and dealer/sellers. Our companies gives entry to UITs, open- and closed-finish mutual funds, individually managed accounts (SMAs), structured merchandise, the fastened revenue markets, in addition to portfolio analytics.

As of June 30, 2015, the brokerage and suggested enterprise at AAM represents roughly $17.2 billion in belongings. (Belongings beneath supervision characterize $9.eight billion in UIT belongings. The agency has $6.6 billion in belongings underneath administration that represents the non-proprietary belongings for which AAM offers numerous ranges of service, however not management. The $818 million in belongings beneath management represents AAM’s proprietary individually managed account and mutual fund belongings.)

AAM is a dealer/vendor, member FINRA/SIPC and SEC registered funding advisor. For extra info, go to www.aamlive.com .

Advisors Asset Management is an Equal Alternative Employer and a participant in E-Confirm.

SUBMIT YOUR CV HERE

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