Also, in partnership with the Regional Vice President (RVP) and the Regional Sales Director (RSD) create a territory strategy that creates role clarity and achieves territory goals.
This is achieved through proactive outbound sales calls, inbound sales calls, webinars and occasional large and small group sales presentations, in addition to specified travel loops, all of which will result in increased sales in their respective territory.
Key Responsibilities
Drive sales by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems (ex. Territory Analysis Program (TAP), Quality Sales Call, etc.). Partner with RVP and RSD to create a model of accountability and defined roles to maximize efficiency covering the territory.
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 a suite of tools to create custom presentations, brochures and/or illustrations that support recommendations that come out of consultative sales conversations with financial advisors.
Travel within territory to conduct one-on-one Ameriprise Financial Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training.
Research and communicate industry changes and trends that may impact company or product positioning, with both internal and external customers.
Complete required coursework in order to maintain compliance with state and federal regulations and licenses. Support corporate initiatives by maintaining knowledge base about key Ameriprise initiatives and assisting in their implementation.
Required Qualifications
Bachelor's degree or relevant work experience
Active Series 6 and Series 63
Upon hire, obtain Territory States Securities & Territory License (Health, Life & Variable).
5+ years of successful training or direct selling experience with proven ability to establish rapport and credibility quickly.
5+ years of industry experience in insurance and financial markets or financial planning.
Ability to travel up to 25%
Demonstrated ability working with consultative sales process.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $60,000 / year + variable commission targets. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeExempt/Non-Exempt
ExemptJob Family Group
SalesLine of Business
RSA Annuities