Regional Associate

American Equity Investment Life Holding; Phoenix (site) (AK); On-site; USD 65,000 - 90,000; Full time

Job summary

American Century Investments in Phoenix is seeking a professional to sell our offerings to Intermediary sales clients, engaging in extensive telephone contact and documenting activities in the client management database. The role emphasizes understanding our products and delivering responsive client service.

In addition to responding to email inquiries, you will qualify new leads, pursue opportunities through outbound calling, and leverage fund analysis to differentiate our solutions.

Qualifications

• Bachelor’s degree or equivalent experience.
• 1–2 years in financial industry preferred.
• Completion of Series 6 and 63 required within 1 month of employment.
• Series 7 preferred.
• Strong interpersonal, investment analysis, and communication skills.
• Proficiency in Microsoft Office, Morningstar, Outlook and Salesforce CRM software.

Responsibilities

• Sell our offerings to Intermediary sales clients via phone and document activities in the CRM.
• Respond to client emails and ensure coverage for inquiries.
• Qualify new leads and pursue opportunities through outbound calls.
• Utilize fund analysis and research tools to differentiate products.
• Support Internal Wholesalers and participate in training and projects.

Skills

Interpersonal communication

Written communication

Verbal communication

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Morningstar

Salesforce CRM

Outlook

Job description

American Century Investments® is a leading global asset manager focused on delivering investment results and building long‑term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines. We are committed to providing institutional‑quality, actively managed solutions with a performance‑centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi‑asset strategies, global fixed income, alternatives, and ETFs. Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long‑term money management needs. Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends—more than $1.8billion—to the Stowers Institute for Medical Research, a 500‑person, non‑profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments, and prevention of life‑threatening diseases, like cancer. For more information, please visit americancentury.com.

Responsibilities

• Understand American Century’s products and services to accurately sell our offerings to Intermediary sales clients and prospects. This will involve extensive telephone contact, inbound/outbound, and documentation of activities in our client management database.
• Respond to e‑mail questions from clients and ensure adequate coverage to capture all inbound inquiries.
• Qualify new leads and find opportunities through outbound calling to qualified prospects and clients.
• Utilize fund analysis and other research tools to strategically demonstrate and differentiate our product offerings. Continually build and maintain knowledge of American Century investment management, products, industry events, valuable tools, and recent developments impacting clients.
• Complete specific assignments from assigned Internal Wholesaler partners as requested and back‑up support for internal Wholesalers as needed.
• Participate in training and assist with special projects and task forces.

Requirements

• Bachelor’s degree in a related field or an equivalent combination of education and work experience.
• One to two years financial industry experience preferred.
• Completion of Series6 and63 required within 1 month of employment date.
• Series7 Preferred.
• Demonstrated interpersonal, investment analysis, written and verbal communication skills required.
• Working knowledge of Microsoft Office, Morningstar, Outlook and Salesforce CRM software preferred.

Working Conditions: Extended sitting, ability to utilize a computer monitor for an extended period of time.

Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.

Additional Requirements

Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.