Drive sales by developing, maintaining, and deepening relationships with new and existing financial FAs (Financial Advisors); influence FAs choices using a consultative sales process and other performance improvement systems (ex. Fusion, Quality Sales Call, etc.)
Responsibilities
• Drive sales by developing, maintaining, and deepening relationships with new and existing financial FAs (Financial Advisors); influence FAs choices using a consultative sales process and other performance improvement systems (ex. Fusion, Quality Sales Call, etc.). • Partner with RVP to develop a business plan, manage a territory, and drive to regional goals and objectives. • Maintain and leverage a deep understanding of all accounts/distributors, including specific rules of engagement for distributors. • Make proactive telephone calls to an assigned territory; Answer and convert inbound calls from the territory into additional opportunities to drive sales. • Build and maintain relationships with internal and external business partners. • Prioritize and manage daily, weekly, and monthly workload. • Demonstrate an understanding of the product portfolio features and benefits; Sells solutions provided by the products. • Use software, including proprietary programs, to research FA business, log FA activity, and run hypothetical scenarios. • Analyze reports to increase understanding of FA business and identify sales trends; leverage the information to prepare for outbound sales calls. • Research and communicate industry changes and trends that may impact company or product positioning, with both internal and external customers. • Complete required coursework in order to maintain compliance with state and federal regulations and licensure. • Travel to territory to conduct one-on-one FA meetings and/or to deliver group presentations. • This is a sales position with a competitive base salary plus attractive monthly and quarterly sales bonus.
About Our Company
With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.
Required Qualifcations
•College degree. • Proven ability to build strong relationships. • Sales experience. • 1-3 years of experience in financial services industry, financial sales or financial wholesaling. • Excellent communication and influencing skills. • Effective presentation skills. • High energy. • Series 6 required. • Series 7 and 63 and/or 66 licenses required or the ability to obtain within a defined period of time.
Preferred Qualifications
• CLU, CFP, CMFC, CRPS. • 3+ years experience in financial services industry, financial sales or financial wholesaling.
Internal Number: 12078BR
About Ameriprise Financial, Inc.
The strength of a global financial leader. The heart of approximately 10,000 financial advisors.
Since we were founded by John Tappan in 1894, we at Ameriprise Financial have stayed true to our mission: To help people feel confident about their financial future.
During trying economic times our strength, integrity, our breadth of services and personal relationships have made us America’s leader in financial planning.*
