10 Regional Sales Consultant Jobs in Boerne, TX
Advisors Asset Management is Hiring a Regional Sales Consultant Near Boerne, TX
- 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
- 1- 2 years of experience in the financial services industry
- Required Education: Bachelor’s Degree preferred
- Required Licensing: FINRA Series 7 & 66
- 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, Salesforce.com, Bloomberg experience a plus
Job Summary
Full Time
Investment Management
$58k-82k (estimate)
05/03/2023
05/20/2024
aamlive.com
PRINCETON, NJ
200 - 500
1979
ROBERT ROGGO
$50M - $200M
Investment Management
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About Advisors Asset Management
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 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfo...lio analytics and now exchange-traded funds (ETFs). Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC.
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The job skills required for Regional Sales Consultant include Customer Service, Presentation, Prospecting, CRM, Microsoft Office, Goal Oriented, etc. Having related job skills and expertise will give you an advantage when applying to be a Regional Sales Consultant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Regional Sales Consultant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Regional Sales Consultant positions, which can be used as a reference in future career path planning. As a Regional Sales Consultant, it can be promoted into senior positions as a Sales Rep., Sr. (Bio-Medical Equip. & Supplies) that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Regional Sales Consultant. You can explore the career advancement for a Regional Sales Consultant below and select your interested title to get hiring information.
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