Posted in Other 9 days ago.
Type: Full Time
Job DescriptionThe Regional Consultant - Retirement is an internal sales support position with the primary responsibility to use technical expertise to help advisors with IRAs, retirement plans (401k/403b), sales strategies, plan selection, rules/regulations and appropriate solutions via consultative phone calls to increase sales. In addition, this role will partner 1:1 with a Regional Vice President to drive sales by providing sales strategies and retirement initiatives via proactive outbound calls to Focus advisors in the assigned region, which would be the North East Region.Responsibilities* Use technical expertise to help advisors with Ameriprise retirement plan sales strategies, plan selection, rules/regulations and appropriate solutions via outbound and inbound calls partnering with external wholesaling partners (RVPs) to drive sales in their regions. Build strong working relationship with Regional Vice President. Proactively place outbound calls to Focus advisors in assigned region to provide sales strategies and drive retirement initiatives.* Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on retirement plans, sales strategies, plan selection, rules/regulations, and solutions to drive sales. Maintain strong working relationships with product partners and other company stakeholders. Accurately track all activity and pipeline information in Salesforce.com and follow-up as appropriate. * Partner with subject matter experts across the firm and outside of the firm to continually improve the quality of advice being given to clients. This includes supporting development of new strategies and on-going maintenance of existing processes, tools, and services.* Provide support and participate in advisor/client presentations and field facing events. Play a backup for RVP in presentations and events as required. In partnership with RVP, travel within region as required to participate in one-on-one Ameriprise Financial Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. Required Qualifications* Bachelors Degree or equivalent in a related field* FINRA Series 7* FINRA Series 63/66* 5+ years' experience in financial services industry, financial sales or financial wholesaling with proven phone skills* Knowledge of retirement products and services.* Ability to articulate complex information in a clear and concise manner, excellent telephone communication skills and presentation skills.* Proven ability to establish rapport and credibility quickly.* Demonstrated sales and coaching experience.* Solid presentation skills for use in one-on-one as well as in frequent large group settings.* Ability to work in a sales-oriented team environment.* Minimal travel required up to 5%Preferred Qualifications* CFP, CRPC, ChFC designations preferred (or strong desire to achieve)* Past experience as a financial planner, financial advisor or investment broker* Experience with Ameriprise Financial product suite* Knowledge of the Ameriprise field structureAbout Our CompanyWith the right company, life can Be Brilliant®. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial and we can Be Brilliant® together.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.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.PDN-93a2f91c-cd2a-475e-8de0-34fd38dd8e8b