Regional Retirement Consultant
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Remote
Location: Colorado • Illinois • United States
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Salary
💰 $150,000 - $200,000 per year
About the role
- responsible for the execution of the external sales strategy in the assigned territory to build awareness of retirement product offerings and drive product sales.
- partner with a broader sales consulting team that focus solely on Ameriprise advisors.
- responsible for building/maintaining relationships across Ameriprise Advisor channels and Field Leadership.
- represent the team and present content at in-person meetings, conferences, and virtual events.
- drive sales in territory by developing, maintaining and deepening relationships with new and existing advisors through 1:1 calls, client events, training and education, group presentations and other selling strategies and tactics.
- influence advisor choice through the use of a consultative sales process and other sales techniques and systems.
- work with leader to research, analyze, and manage territory and execute on sales plan; leverage resources to achieve/exceed targets.
- demonstrate deep understanding of retirement products, including all features and benefits, to educate and sell solutions to solve advisor and client needs.
- build and maintain relationships with internal/external partners (e.g. Wealth Management Solutions, Marketing, Investment Research Group, field leadership, etc.).
- research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
- manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.).
- prioritize and manage daily, weekly, and monthly workload.
- use tools/software, including proprietary programs, to research advisor business and identify opportunities to offer solutions.
- analyze reports to increase understanding of advisor business and identify sales trends; leverage the information to prepare for face-to-face sales calls.
- complete required coursework in order to maintain compliance with state and federal regulations and licenses.
- travel within territory to conduct in person 1:1 Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training.
- represent WMS at National, Regional and Industry related meetings, conferences, and virtual events.
Requirements
- 10+ years’ experience in financial services industry in a selling role; in depth product and investment knowledge.
- Ability to quickly assimilate and quickly learn proprietary products.
- Active Series 7
- Active State securities agent registration (S63 or S66) or ability to obtain within 90 days
- Active State IAR registration (S65 or S66) or ability to obtain within 90 days
- Ability to travel (~25%) to support team and client needs and live within region
Benefits
- vacation time
- sick time
- 401(k)
- health, dental and life insurances
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales strategyconsultative sales processrelationship managementproduct knowledgesales analysistraining and educationclient eventsgroup presentationsbudget managementcompliance
Soft Skills
communicationinfluenceorganizationprioritizationcollaborationpresentationresearchanalytical thinkingproblem-solvingadaptability
Certifications
Series 7S63S66S65IAR registration