Sales Consultant - Banking and Cash Solutions

Ameriprise • Minneapolis, MN

10d • Hybrid

About The Position

In this role, you will manage a designated geographic territory to promote sales for Ameriprise Banking & Cash Solutions (BCS) through proactive outreach with geographically aligned advisors and field leaders with a secondary purpose of providing guidance via inbound calls. Additionally, you will represent the BCS team at internal meetings and in the field as needed.

Requirements

• 5+ years of direct sales experience and experience in the financial, banking or mortgage industry
• Bachelor's degree or equivalent experience
• Active Series 7 or ability to obtain within 120 days
• Active State securities agent registration (S63 or S66) or ability to obtain within 120 days
• Overnight travel required up to 25%
• Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Nice To Haves

• Knowledge of Ameriprise Financial
• Knowledge of banking lending and deposit products, including securities-based lending, mortgages, and home equity lines/loans, checking and savings accounts, credit cards, certificates of deposit and corporate trustee services
• Solid understanding of financial planning process & experience working with financial advisors
• Excellent communication & presentation skills
• Proven ability to quickly build & establish credibility & relationships
• Strong ability to ask critical questions, anticipate needs, present creative solutions, take ownership and operate independently

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, product rules/regulations, and solutions to drive sales of banking products
• Maintain strong working relationships with product partners, IRG, and regional team. This role will also work closely with the other internal sales desks and internal 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
• Complete required coursework to maintain compliance with state and federal regulations and licenses

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.

What This Job Offers

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