Account Director
Ten Lifestyle Group
Divisional Sales Director
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Office
Location: Minneapolis • Minnesota • 🇺🇸 United States
Visit company websiteSalary
💰 $95,000 per year
Job Level
Lead
About the role
- Provide leadership to internal sales desk professionals (RSD and/or NSC) including coaching and development.
- Manage performance metrics and expectations, utilizing leading indicators and scorecards.
- Establishes and maintains an environment and sales culture that attracts, motivates, retains and inspires team.
- Conduct continual performance and skill assessment of internal sales desk professionals.
- Effectively partner with sales management and sales support areas, including marketing, product development, new business, underwriting and service delivery on commitments to clients and advisors.
- Assist in the development and implementation of sales training programs.
- Partner with Divisional Vice President (DVP) to ensure wholesaling team is partnering in an effective manner to manage the territory.
- Provide training and sales coaching to wholesaling teams to strengthen sales acumen.
- Work with senior management to develop the department's strategic plans, objectives and goals.
- Prepare sales reports and other metrics for management that provide insights to leading and lagging indicators and influence coaching and territory management plans.
- Recommend appropriate staffing levels, provide input to the budget process, and make decisions regarding hiring, compensation, performance appraisals, training and development, and other related personnel actions.
- Drive a culture of compliance, including ongoing call monitoring, coaching and feedback.
- Monitor and enhance the quality and effectiveness of telephone sales efforts of their sales desk personnel.
Requirements
- Bachelor's degree or equivalent
- Series 7 (or ability to obtain within 90-days of hire, if multiple exams are required, an additional 90-day window will be added after successfully passing each exam).
- Series 24 (or ability to obtain within 90-days of hire, if multiple exams are required, an additional 90-day window will be added after successfully passing each exam).
- Series 63/66 (or ability to obtain within 90-days of hire, if multiple exams are required, an additional 90-day window will be added after successfully passing each exam).
- Resident State Insurance Licenses (Variable Life & Health)
- 7 to 10 years relevant Experience
- 5+ years of industry related experience with at least 2 years on an annuity/insurance sales desk required.
- Ability to lead, coach, mentor and develop sales professionals.
- Strong knowledge of insurance company products and services.
- Preferred: Previous leadership and/or mentorship experience.
Benefits
- Competitive and comprehensive benefits program that supports all aspects of your health and well-being
- Vacation time
- Sick time
- 401(k)
- Health insurance
- Dental insurance
- Life insurance
- Eligible for variable pay (bonus, commissions, and/or long-term incentives) depending on role
- Pay-for-performance compensation philosophy
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales trainingperformance metricscoachingskill assessmentterritory managementsales reportingcompliance monitoringtelephone salesbudgetingstaffing decisions
Soft skills
leadershipmentoringteam motivationcommunicationcollaborationcoachingdevelopmentstrategic planninginspirationperformance management
Certifications
Bachelor's degreeSeries 7Series 24Series 63Series 66Resident State Insurance Licenses
