Internal Wholesaler I/II IFAD

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Houston-based AIM Investments represents one of the nation's leading investment management companies. It is dedicated to providing its clients with exceptional products and services through multiple investment management styles and a broad range of investment solutions-mutual funds, retirement products, separately managed accounts for high-net-worth and institutional investors, annuities, cash management, college savings plans, alternative investments and offshore products. AIM Investments is a service mark of A I M Management Group Inc. AIM Investments is an equal opportunity employer.

SUMMARY DESCRIPTION: Under close supervision, responsible for territory management. Initiates outbound calls to prospective and current financial advisors to promote sales of the company's financial products and services. Learns the company's services and products in preparation for selling the product line by attending in house training and wholesaler financial advisor meetings. Limited travel.

PRIMARY DUTIES/RESPONSIBILITIES:
1. Builds and maintains relationships through territory management by promoting AIM products and services through outbound calls to prospective and current clients. Informs financial advisors of new marketing materials, sales ideas, sales campaigns and specific product and service features.
2. Distributes monthly financial updates on the financial products to top producing financial advisors and to financial advisor office managers.
3. Updates and corrects the financial advisor database as necessary to ensure accurate mailing information on the clients. Documents new financial advisor information to be added to the representative's file within the marketing database.
4. Answers direct incoming calls from clients with special requests (ie: wholesaler proposals, hypothetical information etc.)
5. Coordinates operations issues regarding client accounts as requested by the financial advisors.
6. Submits check requests for reimbursements to the brokerage community for AIM sponsored events and meetings.
7. Develops personal business and territory plans including purpose, mission and action for weekly, monthly and quarterly goals.
8. Participates in industry and personal development training as needed.
9. Participates in after hours AIM and client sponsored events and meetings.
10. Responsible for ongoing awareness of current events, industry trends and legislation within the financial services industry.
11. Responsible for knowledge of all compliance rules and regulations as they pertain to registered representatives.

EDUCATION (minimum): Completion of a Bachelor's degree or four years of related work experience required.

LICENSE/REGISTRATION/CERTIFICATION (minimum): NASD Series 6and Series 63 required within 90 days following the completion of training; Series 7 and Series 65 required within 120 days of completion of training.

WORKING CONDITIONS: Normal office environment with little exposure to excessive noise, dust and temperature. Occasional (up to five percent of work time) lifting of source materials; frequent sitting. Limited travel.


WORK EXPERIENCE (minimum): One or more years of applicable sales & industry experience required.

SKILLS (minimum): Interpersonal skills required for communicating up to ninety percent of the work time with clients regarding AIM &products and services. Analytical skills required to determine the needs of the brokers while communicating product information, and to manage time spent meeting department and territory goals. Demonstrated telephone operation and courtesy. Ability to delegate administrative responsibilities to the marketing assistant staff and work well in a team environment. Proficiency with personal computers, and the ability to use a proprietary software system development to enhance the marketing effort. The ability to concentrate and listen attentively via telephone up to ninety percent of the work time.

RESPOND HERE! Respond immediately by accessing the following
dedicated online response form which will allow you to cut and paste your
resume. This form will go directly and immediately to the
hiring authority for this position. Access the online response form at:
http://64.89.40.26/servlet/resp/rf?jobid=1833571&boardid=749&Template=ResponseFormB.html