Internal 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

Structured Products

The Advisors Asset Management Internal Sales Associate will work within our Distribution Division in a team environment focusing on new and existing client relationships to increase sales among our growing product lines across all asset classes with a focus on Structured Products.

This entry‑level associate opportunity provides a platform to learn about wholesaled distribution of financial services products in a highly competitive environment. You will work in a fast‑paced, collaborative environment that combines hands‑on leadership, functional training and development.

In our structured program, you will be tasked with completing required training, mastering assessments, obtaining industry licenses and certification (FINRA Series 7 & 63 and SIE) and meeting minimum performance standards. Once duly licensed, our ideal candidate will successfully cultivate new business and expand existing relationships by balancing sales activities and customer service.

Location: Boca Raton, FL

Essential Responsibilities

• Scheduling meetings for the Structured Product Sales Consultants
• Prospecting new and existing advisors
• Collaborating with the other members within the POD(s) and working together on opportunities to increase business.
• Profile financial advisors to obtain information that will assist the client in reaching stated objectives
• Maintain current knowledge of all markets and AAM analytics and market commentaries
• Provide exceptional customer service and financial services advice consistent with the client objectives
• Meet stated activities determined by the Sales Manager; Phone, Email and scheduled meetings
• Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM
• Perform other job‑related duties as assigned

Education and/or Experience

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

Qualifications

• Possess strong interpersonal skills and be a motivated self‑starter
• Ability to influence and persuade to achieve desired outcomes
• Strong analytical, problem solving, and negotiation skills
• Excellent oral and written communications skills, presentation experience a plus
• Demonstrated ability to plan, organize, and prioritize

With roots dating back to 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.

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. Registration does not imply a certain level of skill or training.

As of March 31, 2026, the brokerage and advised business at AAM represents approximately $12.7 billion in assets. (Assets under supervision represent $6.6 billion in UIT assets. The firm has $3.9 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 $2.2 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.