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Regional Associate
Regional AssociateAmerican Century Investments • Kansas City, MO, US
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Regional Associate

Regional Associate

American Century Investments • Kansas City, MO, US
30+ days ago
Job type
  • Full-time
Job description

Regional Associate

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 onsite 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.

How You Will Make an Impact

  • 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.

What You Bring to the Team (Required)

  • 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.
  • Working Conditions : 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.
  • Additional Assets (Preferred)

  • Series 7, 63 and SIE
  • Working knowledge of Microsoft Office, Morningstar, Outlook and Salesforce CRM software preferred.
  • The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

    What We Offer

  • 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
  • Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.

    American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

    We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_Acquisition@americancentury.com. All requests for accommodation will be addressed as confidentially as practicable.

    American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

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    Associate Regional • Kansas City, MO, US

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