Sales Specialist, Separately Managed Accounts
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts • New York • United States
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Salary
💰 $100,000 - $125,000 per year
About the role
- Partner with Intermediary wholesaling team and National Account team to achieve sales goals and objectives through effective territory and resource planning
- Drive sales by supporting Regional Advisor Consultants
- Partner with portfolio management team and regional advisor consultants in delivering high touch service model in the sales, account opening, maintenance and performance review process
Requirements
- 5 -7 years' experience in financial services industry
- 3+ years sales experience
- Licensing - a combination of series 7 and series 66 or series 7, series 63 and series 65
- Proven ability to build strong relationships
- Demonstrated ability to make successful and dynamic sales presentations
Benefits
- health, dental and life insurances
- vacation time
- sick time
- 401(k)
- pay-for-performance compensation philosophy
- eligibility for variable pay in the form of bonus, commissions, and/or long-term incentives
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales experienceterritory planningresource planningaccount openingperformance review
Soft Skills
relationship buildingsales presentations
Certifications
series 7series 66series 63series 65