Entry-Level Structured Products Sales Associate

Advisors Asset Management, Inc.; Boca Raton (FL); On-site; USD 42,000 - 60,000; Full time

Job summary

Advisors Asset Management, Inc. in Boca Raton, FL, is seeking an Internal Sales Associate to support Structured Products within our Distribution Division, focusing on new and existing client relationships to grow sales across asset classes.

This entry‑level program provides hands‑on training, licensing with FINRA Series 7, 63 and SIE, and a path to become a consultative advisor who balances sales activity with client service.

Qualifications

• Financial services industry experience a plus.
• Bachelor’s Degree preferred.
• Licensing: Will work to obtain SIE Securities Industry Essentials Certification and FINRA Series 7, 63 licensing

Responsibilities

• Schedule meetings for the Structured Product Sales Consultants.
• Prospect new and existing advisors.
• Collaborate with POD members to grow business.
• Profile financial advisors to gather objective data for client objectives.
• Maintain knowledge of markets and AAM analytics.
• Provide exceptional customer service and financial advice.
• Meet activity targets set by Sales Manager.
• Generate internal leads to support other products distributed by AAM.
• Perform other duties as assigned.

Skills

Interpersonal skills

Self-starter

Analytical skills

Negotiation skills

Communication skills

Education

Bachelor’s degree preferred

Job description

Advisors Asset Management, Inc. in Boca Raton, FL, is seeking an Internal Sales Associate to support Structured Products within our Distribution Division, focusing on new and existing client relationships to grow sales across asset classes.

This entry‑level program provides hands‑on training, licensing with FINRA Series 7, 63 and SIE, and a path to become a consultative advisor who balances sales activity with client service.