Regional Retirement Plans Sales Consultant (Internal Wholesaler)

Ameriprise Financial Services, LLC•Minneapolis, MN

9d•$87,400 - $120,200•Hybrid

About The Position

The Regional Retirement Plans Sales Consultant is an internal sales position with the primary responsibility of using technical retirement plan knowledge of IRAs (Traditional, Roth, Inherited, SIMPLE, SEP), Qualified Plans (401(k) and 403(b)) and sales expertise to increase sales and net flows into retirement plans. In this role, you will work with advisors and key staff members on developing rollover strategies, plan selection, rules/regulations and consulting on appropriate solutions via outbound calls to Ameriprise advisors. In addition, this role will partner 1:1 with a Regional Vice President and support regional business planning, sales campaigns, field leader initiatives, and other ad-hoc items as needed to support the region.

Requirements

Bachelor’s Degree or equivalent in a related field
5+ years’ experience in financial services industry, financial sales, or financial wholesaling
Active Series 7 and MN IAR - Series 63 & 65 (or Series 66) or the ability to obtain within 120 days
Must have a clean compliance record
Overnight travel required up to 15%

Nice To Haves

Knowledge of IRAs, 401(k)s, 403(b)s and related plans
Proven ability to establish rapport and credibility quickly
Demonstrated sales and coaching experience and understanding of the wholesaling process
Excellent presentation, communication and influencing skills
Independent self-starter with strong teamwork orientation and relationship skills
Deep understanding of retirement plans: IRAs (Traditional, Roth, Inherited, SIMPLE, SEP), Qualified Plans (401(k) and 403(b)) and Cash Balance Plans
CFP, ChFC, CRPC, CRPS and RICP designations preferred (or strong desire to achieve)
Experience as a financial planner, financial advisor, or investment broker
Experience with Ameriprise Financial product suite and knowledge of the Ameriprise field structure
Strong organizational skills and ability to manage multiple priorities

Responsibilities

Proactively conduct outbound calls to advisors in assigned region
Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, rules/regulations, and solutions to drive retirement plan sales
Maintain strong working relationships with product partners, marketing, sales strategy and retirement sales team. This role will also work closely with the other internal sales desks and external 401(k) business partners to support client/advisor needs
Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system
Utilize Microsoft Teams for advisor sales interactions
Provide support and participate in advisor/client presentations and field-facing events as required
In partnership with Retirement Plans RVP, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations
Complete required coursework to maintain compliance with state and federal regulations and licenses