Regional Associate: Client-Focused Financial Sales

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 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.