National Sales Consultant, Wealth Management Solutions

Ameriprise Financial Services, LLC • Minneapolis, MN

5d • $62,300 - $85,700 • Hybrid

About The Position

The National Sales Consultant, Wealth Management Solutions, uses technical product expertise and consultation skills to help advisors with assigned wealth management products. The role primarily provides inbound phone consulting on Advisory Products, Structured Products, and Alternative Investments, covering product benefits and features, sales strategies, plan selection, rules and regulations, and suitability. Periodic outbound calls may be made in unique circumstances, such as approved campaigns or follow-up activities.

The consultant partners with team members, external partners, and internal business partners to support advisor and client needs and business objectives. The position also contributes to business plans intended to maximize product visibility and helps with ad hoc team tactics as needed.

Employees work in the office at least four days per week and may work from home one day per week. Some roles may have different or additional in-office expectations. The estimated base salary is $62,300–$85,700 per year. Total compensation may vary based on job-related knowledge, skills, experience, and work location; the role may also be eligible for variable compensation such as bonuses, commissions, or long-term incentives.

Requirements

• At least 3 years of experience in the financial services industry, financial sales, or financial wholesaling, with proven phone skills.
• Bachelor's degree or equivalent.
• Active Series 7 license.
• Active state securities agent registration (Series 63 or 66), or ability to obtain it within 90 days.
• Active state IAR registration (Series 65 or 66), or ability to obtain it within 90 days.

Nice To Haves

• Knowledge of wealth management products, including asset allocation and portfolio selection.
• Ability to articulate complex information clearly and concisely, with excellent telephone communication and presentation skills.
• Proven ability to establish rapport and credibility quickly.
• Solid presentation skills for one-on-one and occasional large-group settings.
• Ability to work in a sales-oriented team environment.
• Experience with the Ameriprise platform and products.

Responsibilities

• Consult with advisors, primarily by inbound phone, on assigned wealth management products, including product benefits and features, sales strategies, plan selection, rules and regulations, and suitability.
• Record relevant advisor call information in Salesforce.com, including pipeline and tracking information.
• Collaborate with external partners and internal resources to develop and implement business plans that maximize visibility for wealth management products.
• Partner with internal and external sales partners, product consultants, and other business partners to support client and advisor needs and business objectives.
• Assist the team with ad hoc tactics, such as special mailboxes established as needs arise.
• Participate in approved outbound call campaigns in unique circumstances, such as team focus areas or conference follow-up.
• Stay current on product feature changes, asset allocation approaches, and regulatory changes.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Variable compensation may include bonuses, commissions, and/or long-term incentives, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level