Structured Products and Alternative Investments Consultant

Ameriprise Financial Services, LLC • Minneapolis, MN

1d • Hybrid

About The Position

The consultant is responsible for educating advisors and promoting Structured Products and Alternative Investments via inbound and outbound calls across assigned advisor channels. This role will assist advisors with product features and benefits, competitive analysis, and product positioning as sales strategies. In addition, the consultant will work closely with internal and external business product partners, advisors and field leaders to support client/advisor needs and business objectives. Partner with the applicable WMS teams to development, execution, and implementation of sales strategies.

Requirements

• 5+ years’ experience in financial services industry, financial sales, or financial wholesaling
• Bachelor’s degree or equivalent
• Active Series 7
• Active Series 63 & 65 or 66
• 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

• Extensive knowledge of advisory products and services
• Financial industry experience, preferably in sales and/or wholesaling
• Ability to articulate complex information in a clear and concise manner, excellent telephone communication, and presentation skills
• Proven ability to establish rapport and credibility quickly
• Demonstrated sales and coaching experience
• Solid presentation skills for use in one-on-one as well as infrequent large group settings
• Ability to work in a sales-oriented team environment

Responsibilities

• Proactively conducts 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.
• Maintain strong working relationships with product partners and other company stakeholders.
• Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system. Provide support and participate in advisor/client presentations and field facing events as required.
• In partnership with external consultants, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations.
• Partner with subject matter experts across the firm and outside of the firm to continually improve the quality of advice being given to advisors. This includes supporting development of new strategies and on-going maintenance of existing processes, tools, and services.

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
• Number of Employees: 5,001-10,000 employees