Regional Sales Associate: Analytics & Licensing Prep

Advisors Asset Management, Inc.; Lisle (IL); On-site; USD 50,000 - 65,000; Full time

Job summary

Advisors Asset Management, Inc. is seeking a Regional Sales Associate to support Regional Sales Consultants and Regional Vice Presidents with scheduling, research, and data entry while progressing toward FINRA licensing.

The role includes calendar management, marketing support, and maintaining accurate rep information in CRM. Required or preferred credentials include a Bachelor's degree and a willingness to obtain FINRA Series 7 and 66 licenses.

Qualifications

• Bachelor's degree preferred.
• Experience in the financial services industry is a plus.
• Willing to obtain FINRA Series 7 & 66.
• Strong Microsoft Office skills and CRM experience.

Responsibilities

• Set up meetings and provide analytical research to help prepare for meetings.
• Assist with calendar management and appointment setting.
• Enter data into CRM and maintain rep information.
• Support sales campaigns and proactive outreach to clients.
• Verify rep IDs and maintain literature requests.

Skills

Finance industry experience

CRM proficiency

Microsoft Office

Clear communication

Detail oriented

Multi-tasking

Education

Bachelor's degree

Tools

CRM

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Advisors Asset Management, Inc. is seeking a Regional Sales Associate to support Regional Sales Consultants and Regional Vice Presidents with scheduling, research, and data entry while progressing toward FINRA licensing.

The role includes calendar management, marketing support, and maintaining accurate rep information in CRM. Required or preferred credentials include a Bachelor's degree and a willingness to obtain FINRA Series 7 and 66 licenses.