Manage designated geographic territory to promote sales for Ameriprise Banking & Cash Solutions
Proactively conduct outbound calls to advisors in assigned region
Ensure a high level of advisor satisfaction by responding to inbound calls
Maintain strong working relationships with product partners, IRG, and regional team
Accurately track all activity in Salesforce.com
Utilize Microsoft Teams for advisor sales interactions
Provide support and participate in advisor/client presentations as required
Complete required coursework to maintain compliance with state and federal regulations

Requirements

5+ years of direct sales experience in 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
Knowledge of banking lending and deposit products
Solid understanding of financial planning process
Excellent communication & presentation skills
Proven ability to quickly build credibility & relationships

Benefits

Applicant Tracking System Keywords

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

Hard Skills & Tools

direct salesbanking productslending productsdeposit productsfinancial planning

Soft Skills

communication skillspresentation skillsrelationship buildingcredibility

Certifications

Series 7State securities agent registrationS63S66