Regional Retirement Consultant Mid-Atlantic

Ameriprise Financial Services, LLC•Hallettsville, TX

10d•$150,000 - $200,000

About The Position

The Regional Retirement Consulting Director is responsible for the execution of the external sales strategy in the assigned territory to build awareness of retirement product offerings and drive product sales. This will be accomplished in partnership with a broader sales consulting team that focus solely on Ameriprise advisors. This role will be 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. Territory includes NY, NJ, MD, DE, VA, NC, Central & Eastern PA. 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. Will influence advisor choice through the use of a consultative sales process and other sales techniques and systems (ex. Quality Sales Call, etc.) Works 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. Candidates should reside in New York, NY, Washington DC, or Philadelphia, PA metro areas

Requirements

10+ years’ experience in financial services industry in a selling role
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 territory

Nice To Haves

CFP®, ChFC®, CRPC®, CEBS, RIPC or similar retirement industry designations
In depth product and investment knowledge.
Ability to quickly assimilate and quickly learn proprietary products
Deep subject matter expert on selling retirement product (IRA, 401k, 403b and associated products)
Strong business acumen and demonstrated proficiency in general business disciplines and software applications (e.g. Word, Excel, etc.)
Experience with CRM (e.g. Sales Force)
Experience working with consultative sales process
Excellent communication, interpersonal, presentation and problem-solving skills
Ability to operate and manage comfortably and effectively in a fast-paced, highly matrixed environment.
Proven ability to influence, motivate and inspire others
Excellent understanding of various facets of the Ameriprise organization; including insight into various business units and the field organization

Responsibilities

Execution of the external sales strategy in the assigned territory to build awareness of retirement product offerings and drive product sales.
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 (ex. Quality Sales Call, etc.)
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.

Benefits

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.

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