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Ameriprise Financial

Ameriprise Financial is an award-winning financial services company helping clients feel confident about their financial futures. In business for over 125 years

Regional Retirement Consultant

Location

Colorado + 8 moreAll locations: Colorado | Illinois | Kansas | Kentucky | Oklahoma | Michigan | Missouri | Tennessee | Wyoming

Posted

94 days ago

Salary

$150K - $200K / year

Seniority

Lead

Professional Certificate10 yrs expEnglish

Job Description

Regional Retirement Consultant

Ameriprise Financial

• 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.

Job 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

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