Director, Sales Consulting

🕒 Setembro 16

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $150.000 - $200.000 / ano

⏰ Tempo Integral

🔴 Especialista

🧑‍💼 Executivo de Contas

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

5001 - 10000 funcionários

Fundada em 1894

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A Ameriprise Financial Services, LLC é um provedor líder de planejamento financeiro personalizado e consultoria. A empresa enfatiza o aconselhamento financeiro individualizado para ajudar os clientes a alcançar seus objetivos financeiros únicos e oferece consultas gratuitas com seus consultores financeiros. A Ameriprise é bem conceituada no setor de investimentos, oferecendo um serviço premiado focado na satisfação do cliente. Com o apoio de seu Grupo de Pesquisa de Investimentos, os consultores da Ameriprise fornecem aos clientes pesquisas objetivas, estratégias de investimento acionáveis e análises contínuas de mercado e economia. A empresa também prioriza a segurança online e a privacidade para os clientes que acessam suas contas e documentos financeiros online.

Descrição

• Drive growth and adoption of Ameriprise Bank banking and cash solutions across an assigned territory • Build and execute a territory sales strategy • Develop and maintain relationships with new and existing advisors through one-on-one meetings, educational sessions, client events, and presentations • Identify advisor needs, recommend banking and cash management solutions, and drive product adoption using a consultative sales approach • Collaborate with product, marketing, field leadership, and other business partners • Communicate market insights, industry trends, and competitive developments • Travel throughout the territory to conduct advisor meetings, facilitate training programs, support client events, and represent the organization at national, regional, and industry events • Use proprietary tools, CRM platforms, and sales analytics to identify opportunities, evaluate advisor practices, and enhance sales effectiveness • Manage schedules, meeting preparation, follow-up activities, budget oversight, and advisor recognition initiatives • Maintain required licenses, registrations, and regulatory compliance through applicable training and continuing education

🎯 Requisitos

• 10+ years of experience in the financial services industry in a sales-focused role with deep knowledge of advisor business models, investment products, and financial solutions • Demonstrated expertise selling deposit and lending products, including checking and savings accounts, home lending solutions, securities-based lending, and credit card products • Active Series 7 or ability to obtain within 90 days • 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 minimum of 50% and reside within the assigned region • Strong business acumen with proficiency in Microsoft Office applications and customer relationship management systems such as Salesforce • Ability to quickly learn and effectively position proprietary products and solutions • Experience applying consultative sales methodologies to influence advisor decision-making and drive business growth • Excellent communication, presentation, interpersonal, and problem-solving skills with the ability to speak to large audiences and influence and motivate diverse stakeholders • Proven ability to succeed in a fast-paced, highly matrixed environment while managing competing priorities and delivering results

🏖️ Benefícios

• Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role • Vacation time • Sick time • 401(k) • Health insurance • Dental insurance • Life insurance • Remote work eligibility

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