At a glanceSummarised by Seekless from the posting.
Must have11
Bachelor's degree in finance or related business field
Ten years of related sales experience
FINRA Series 7 and 63 (upon hire into this role, employee must obtain required licenses within 120 days; at the company’s discretion, employees will not be allowed to continue in role if required licenses are not obtained within 180 days)
Ability to work a high energy, collaborative and competitive environment
Proficiency using MS Office tools
Nice to have1
CFA charter holder or candidate who has passed CFA Level II or is preparing to sit for the exam
Skills
Salesforce
MS Office
Job Description Summary
Aegon Asset Management (Aegon AM) is a leading global investor. Our 350+ investment professionals manage and advise on assets of US $446 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.
We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.
We are an international business: Our 1,130 employees work from 16 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.
About the role
Position Overview:
As a member of the Intermediary Distribution team representing Aegon Asset Management (AAM), this role is responsible for proactively establishing and maintaining business relationships to drive product sales.
Job Description
Responsibilities:
•
Drive sales of AAM products, within a defined geographic territory, through development and expansion of business relationships.
•
Leverage a deep understanding of varying business models to design sales strategies around each framework.
•
Produce expected sales results and territory activity levels as defined by senior leadership.
•
Collaborate with sales and client service professionals, portfolio managers, research analysts, product specialists and marketing associates.
•
Position and differentiate AAM products against competitor firms/products.
•
Maintain a log of activities and opportunities in the Salesforce system.
•
Keep abreast of continuous developments in the economy and the financial services industry.
•
Manage data privacy risks and ensure compliance with company policy regarding the processing of personal and/or other sensitive data.
Qualifications:
•
Bachelor’s degree in finance or related business field.
•
Ten years of related sales experience.
•
FINRA Series 7 and 63 (upon hire into this role, employee must obtain required licenses within 120 days; at the company’s discretion, employees will not be allowed to continue in role if required licenses are not obtained within 180 days).
Proven results using a consultative sales process.
•
Broad range of client contacts.
•
Highly developed relationship management skills.
•
Advanced presentation and communication skills.
•
Attention to detail to document activities.
•
Ability to work a high energy, collaborative and competitive environment.
•
Proficiency using MS Office tools.
Preferred Qualification:
•
CFA charter holder or candidate who has passed CFA Level II or is preparing to sit for the exam.
Legal
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
Benefits
The salary for this position generally ranges between $142,000 - $150,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan / Individual Performance and is at the Company’s discretion.
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.