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The associate will focus on increasing sales of structured products by prospecting new advisors and managing existing client relationships. Responsibilities include scheduling meetings for sales consultants and collaborating within a team to grow business opportunities.
Candidates should ideally hold a bachelor's degree and possess strong persuasion and communication skills. The role requires obtaining industry certifications including the SIE, FINRA Series 7, and Series 63.
Internal Sales Associate
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.
A Financial Professional's Destination for Investment Solutions
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. Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training. Any audio, video or written commentary is for informational purposes only. All investments are subject to risk and past performance is no guarantee of future results. Please see the Disclosures webpage for additional risk information at https://www.aamlive.com/legal/commentary-disclosures. For additional commentary or financial resources, please visit www.aamlive.com
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