Ameriprise Financial Services, LLC

National Sales Consultant

Ameriprise Financial Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Gurugram • 🇮🇳 India

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Job Level

Mid-LevelSenior

About the role

  • Answer inbound advisor calls and apply technical product expertise and consultation skills
  • Help advisors with Cash and Bank Deposit products (ONE Financial, Sweep, Money Markets, Bank CDs, Savings Account, etc.)
  • Communicate product benefits/features, sales strategies, rules/regulations, and suitability
  • Respond swiftly and courteously to advisor questions, concerns or complaints
  • Support and partner with other sales members by referring consultation opportunities, managing the team mailbox, running reports, providing advisor feedback, etc.
  • Ensure all relevant sales call information is captured accurately in Salesforce CRM
  • Collaborate with external partner(s) and internal resources to develop and implement business plans to maximize sales
  • Periodically participate in approved outbound call campaigns

Requirements

  • 3-5 years of bank or financial sales experience
  • Obtain FINRA Series 7 within 12 months of hiring
  • Knowledge of US banking products and industry
  • Excellent communication and presentation skills through phone and webinar platforms
  • Proven ability to articulate complex information clearly and concisely
  • Proven ability to quickly establish rapport and credibility
  • Fundamental knowledge of and ability to apply consultative selling techniques
Benefits
  • inclusive, collaborative culture that rewards you for your contributions
  • plenty of opportunities to make your mark at the office
  • difference in your community

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
consultative selling techniquestechnical product expertisesales strategiesreportingsales call information capture
Soft skills
communication skillspresentation skillsability to establish rapportability to articulate complex informationcustomer service skills
Certifications
FINRA Series 7