National Sales Consultant - Advisory

Requirements

• Knowledge of wealth management products, including asset allocation and portfolio selection
• Ability to articulate complex information in a clear and concise manner, excellent telephone communication skills and presentation skills
• Proven ability to establish rapport and credibility quickly
• Solid presentation skills for use in one-on-one as well as infrequent large group settings
• Ability to work in a sales-oriented team environment
• Experience with Ameriprise platform and products
• 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
• Ameriprise Financial is an equal opportunity employer. We consider all qualified app

Benefits

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 utilize technical product expertise and consultation skills to help advisors with assigned wealth management products, including product benefits/features, sales strategies, plan selection, rules/regulations, and suitability through inbound calls. This includes primarily inbound phone consulting for Advisory Products, Structured Products and Alternative Investments. You may make periodic outbound calls in unique circumstances that may involve specific campaigns and/or other approved activities. Responsibilities also include partnering closely with other team members and internal business partners to support client/advisor needs and business objectives. Expertise and consultation skills addressing product benefits/features, sales strategies, plan selection, rules/regulations, and suitability for assigned wealth management products Capture all relevant advisor call information in Salesforce.com, including pipeline and tracking information Collaborate with external partner(s) and internal resources to develop and implement business plans to maximize visibility for wealth management products Partner closely with other internal/external sales partners including product consultants and internal business partners to support client/advisor needs and business objectives Assist team on various ad hoc tactics, such as special mailboxes, that may be set up from time to time based on need In unique circumstances, participate in approved outbound call campaigns for a variety of reasons (e.g. focus areas for team, following up to conference, etc.) Stay abreast of product feature changes, asset allocation approach, and regulatory changes Required qualifications: 3+ years' experience in financial services industry, financial sales or financial wholesaling with proven phone skills. Bachelor's degree or equivalent Active Series 7 Active State securities agent registration (S63 or 66) or ability to obtain within 90 days Active State IAR registration (S65 or 66) or ability to obtain within 90 days

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