Proactively conduct outbound calls to advisors in assigned region
Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive sales of banking products
Maintain strong working relationships with product partners, IRG, and regional team. This role will also work closely with the other internal sales desks and internal business partners to support client/advisor needs
Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system
Utilize Microsoft Teams for advisor sales interactions
Provide support and participate in advisor/client presentations and field facing events as required
Complete required coursework to maintain compliance with state and federal regulations and licenses
Required Qualifications
5+ years of direct sales experience and experience in the financial, banking or mortgage industry
Bachelor's degree or equivalent experience
Active Series 7 or ability to obtain within 120 days
Active State securities agent registration (S63 or S66) or ability to obtain within 120 days
Overnight travel required up to 25%
Requirements
Knowledge of Ameriprise Financial
Knowledge of banking lending and deposit products, including securities-based lending, mortgages, and home equity lines/loans, checking and savings accounts, credit cards, certificates of deposit and corporate trustee services
Solid understanding of financial planning process & experience working with financial advisors
Excellent communication & presentation skills
Proven ability to quickly build & establish credibility & relationships
Strong ability to ask critical questions, anticipate needs, present creative solutions, take ownership and operate independently
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
Base Pay Salary
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
FPPS Wealth Management Solutions
Benefits
Health insuranceDental insurance401(k)Paid time offEquity / stock optionsPerformance bonus
Additional Information
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
In this role, you will manage a designated geographic territory to promote sales for Ameriprise Banking & Cash Solutions (BCS) through proactive outreach with geographically aligned advisors and field leaders with a secondary purpose of providing guidance via inbound calls. Additionally, you will represent the BCS team at internal meetings and in the field as needed.
Ameriprise · Charlotte, NC