Regional Associate

American Century Investments • Kansas City, MO

1d • Hybrid

About The Position

The primary responsibility of the Regional Associate is to provide sales support to prospects, clients, External and Internal Wholesalers within Intermediary sales. Individuals in this role are expected to have sales related conversations while responding to client requests for information. While these conversations are conducted primarily through inbound calls some outbound calling is required. This role will work closely with internal and external sales forces and other Regional Associates in support of the assigned territories. This hybrid position will be based out of our Kansas City, MO office. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

Requirements

• Bachelor’s degree in a related field or an equivalent combination of education and work experience.
• One to two years’ financial industry experience preferred.
• Completion of Series 7, 63, and SIE required within 90 days of employment date.
• Demonstrated interpersonal, investment analysis, written and verbal communication skills required.
• Extended sitting, ability to utilize a computer monitor for an extended period of time.
• Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.

Nice To Haves

• Series 7, 63 and SIE
• Working knowledge of Microsoft Office, Morningstar, Outlook and Salesforce CRM software preferred.

Responsibilities

• Understand American Century's products and services to accurately sell our offerings to Intermediary sales clients and prospects. This will involve extensive telephone contact, inbound/outbound, and documentation of activities in our client management database.
• Respond to e-mail questions from clients and ensure adequate coverage to capture all inbound inquiries.
• Qualify new leads and find opportunities through outbound calling to qualified prospects and clients.
• Utilize fund analysis and other research tools to strategically demonstrate and differentiate our product offerings.
• Continually build and maintain knowledge of American Century investment management, products, industry events, valuable tools, and recent developments impacting clients.
• Complete specific assignments from assigned Internal Wholesaler partners as requested and back-up support for internal Wholesalers as needed.
• Participate in training and assist with special projects and task forces.

Benefits

• Competitive compensation package with bonus plan
• Generous PTO and competitive benefits
• 401k with 5% company match plus annual performance-based discretionary contribution
• Tuition reimbursement, formal mentorship program, live and online learning

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level