Internal Sales Consultant - Wholesale Distribution

Internal Sales Consultant

Our Internal Sales Consultant is responsible for supporting an external wholesaler in retaining and growing existing relationships as well as assisting in the development of strategies and business plans to win new client relationships. This individual has responsibility for the assigned geographic territory and is accountable for scheduled activities, new account openings, account retention, revenue growth and achievement of Firm objectives.

Location Available: Boerne, Texas or Lisle, Illinois


  • Work collaboratively with Regional Vice Presidents (RVP) to maximize territory sales efforts and attain sales goals

  • Partner with Regional Vice President to build and manage relationships within territory; which includes, generation of leads, customer service and efficient follow up while fostering a positive image of AAM

  • Collaboration with other sales departments within various product areas to provide clients with product accessibility while allowing AAM to capitalize on all available sales opportunities

  • Assist the RVP with territory management by setting appointments, sending out marketing material, ordering of gifts for representatives and sending thank you cards

  • Profile clients to obtain information that will assist the client in reaching stated objectives

  • Build strong relationships with existing investment professionals in territory by consistently offering sales ideas and other forms of marketing support

  • Prospect new contacts to establish new relationships and generate business

  • Discuss the financial markets, articulate fund objectives, and speak on portfolio strategies with clients

  • Proactively conduct outbound sales calls regarding prospecting/profiling, follow-up, investment updates, recognition calls and time sensitive campaigns

  • Utilize Customer Relationship Management (CRM) system to capture all advisor level activities and to maximize sales targeting and effectiveness

  • Utilize CRM to coordinate regional marketing and communications plans

  • Ensure accuracy of CRM branch/advisor level data through routine updates and audits

  • Responsible for the tracking of all production for territory and also make any necessary corrections when needed

  • Perform other job-related duties as assigned


  • 1- 2 years of experience in the financial services industry

  • Required Education: Bachelor?s Degree preferred

  • Required Licensing: FINRA Series 7 & 66


  • Driven and goal-oriented, focused on success

  • Demonstrated abilities in time management; including, managing multiple projects and meeting strict deadlines

  • Excellent communication and group presentation skills

  • Mathematical aptitude and skills

  • Proven experience working collaboratively, improving productivity, and implementing ideas

  • Experience with Microsoft Office Suite (Word, Excel, Outlook, Power Point), Internet and contact management systems

  • CRM, Salesforce.com, Bloomberg experience a plus

At AAM, our employees enjoy a great benefits package including comprehensive medical, dental and vision, Health Reimbursement Account, Life Insurance, 401K, and Paid Time Off.

For more than 35 years, AAM has been a trusted resource for financial advisors and broker/dealers. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics. AAM is a SEC registered investment advisor and member FINRA/SIPC.

As of March 31, 2018, the brokerage and advised business at AAM represents approximately $23.7 billion in assets. (Assets under supervision represent $7.3 billion in UIT assets. The firm has $14.9 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not management. The firm's $1.4 billion in assets under management represents AAM's proprietary separately managed account and mutual fund 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.


Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.

More Jobs

Internal Sales Consultant
Houston, TX Invesco
Retail Sales Consultant
Pasadena, TX Office Depot
Retail Sales Consultant
Wichita Falls, TX Office Depot
Retail Sales Consultant Print Services
Pasadena, TX Office Depot
Automotive Sales Consultant
Houston, TX AutoNation Chrysler Dodge Jeep Ram of Houston