Regional Sales Support & Analytics Associate

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

Job summary

Advisors Asset Management in Lisle, IL is seeking a Regional Sales Associate to assist Regional Sales Consultants and Regional Vice Presidents with meeting setup, research, data entry and marketing support while pursuing FINRA licensing.

The role emphasizes collaboration, CRM data management, calendar coordination and helping market investment solutions to financial advisors after licensing is obtained.

Qualifications

• Experience in financial services is a plus.
• Bachelor's degree preferred.
• Willing to pursue FINRA Series 7 & 66.

Responsibilities

• Set up meetings and coordinate calendar with RVPs and RSCs.
• Provide analytical research to help prepare for meetings.
• Enter data into CRM and maintain accurate rep records.
• Support marketing materials and literature requests.
• Assist in sales campaigns and territory data upkeep.
• Verify rep IDs in ISCS/RVP systems.

Skills

CRM proficiency

Data entry

Microsoft Office

Analytical research

Communication

Detail oriented

Education

Bachelor's Degree preferred

FINRA Series 7 & 66 pursuit

Tools

CRM system

Excel

PowerPoint

Word/Outlook

Job description

Advisors Asset Management in Lisle, IL is seeking a Regional Sales Associate to assist Regional Sales Consultants and Regional Vice Presidents with meeting setup, research, data entry and marketing support while pursuing FINRA licensing.

The role emphasizes collaboration, CRM data management, calendar coordination and helping market investment solutions to financial advisors after licensing is obtained.