National Sales Consultant, Wealth Management Solutions

Ameriprise • Minneapolis, MN

3d • 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 consultation about Advisory Products, Structured Products, and Alternative Investments, covering product features and benefits, sales strategies, plan selection, rules and regulations, and suitability. Periodic outbound calls may be made in specific approved circumstances.

The consultant partners with team members, external partners, and internal business partners to support advisor and client needs and business objectives. The position is based in an in-office collaboration model: employees work in the office at least four days per week, with flexibility to work from home one day per week. Some roles may have different in-office expectations.

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 (S63 or S66), or ability to obtain it within 90 days.
• Active State IAR registration (S65 or S66), or ability to obtain it within 90 days.

Nice To Haves

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

Responsibilities

• Consult with advisors on product benefits and features, sales strategies, plan selection, rules and regulations, and suitability for assigned wealth management products.
• Capture 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, including product consultants and internal business partners, to support client and advisor needs and business objectives.
• Assist the team with ad hoc tactics, such as special mailboxes, as needs arise.
• Participate in approved outbound call campaigns in unique circumstances, such as team focus areas or conference follow-up.
• Stay abreast of product feature changes, asset allocation approaches, and regulatory changes.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Potential eligibility for variable compensation, including bonuses, commissions, and/or long-term incentives, depending on the role

What This Job Offers

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