What are the responsibilities and job description for the Internal Sales Consultant position at Advisors Asset Management, Inc.?
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
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 of March 31, 2025, the brokerage and advised business at AAM represents approximately $10.8 billion in assets. (Assets under supervision represent $5.8 billion in UIT assets. The firm has $3.0 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management. The firm's $2.0 billion in assets under management represents AAM's 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, visit www.aamlive.com .
Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.
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 & RIA’s 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 AAM’s Business Intelligence group to maximize your day to day process / task
- Perform other job-related duties as assigned
- 2 yrs experience in the Financial Services Industry, Financial Technology, Marketing, and Sales
- Required Education: Bachelor’s 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
- Excellent oral and written communications 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
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 of March 31, 2025, the brokerage and advised business at AAM represents approximately $10.8 billion in assets. (Assets under supervision represent $5.8 billion in UIT assets. The firm has $3.0 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not investment management. The firm's $2.0 billion in assets under management represents AAM's 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, visit www.aamlive.com .
Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify.
