Regional Sales Manager

🕒 Maio 14

❄️ Minnesota – Remoto

❄️ Minnesota – Remote

💵 $76.300 - $104.900 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🤑 Vendas

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Ameriprise Financial Services, LLC

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 1894

💸 Finanças

💳 Fintech

Finance • Fintech

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

• Responsible for engaging and coaching advisors to grow their businesses organically through client acquisition, net flows, and general practice management techniques. • Partner with a field leader or field leaders to drive results across the entire geography or territory. • Provide proactive support to all advisors in a territory or region focused on a growth topic. • Meet a service level agreement of minimum contact per coached advisor via various mediums. • Analyze data for reasons to call to drive sales results and behavior change. • Influence advisors to grow faster or course correct where required. • Build cohorts of likeminded advisors focused on growth in a key area. • Curate content to generate discussion in the group. • Drive the Four Disciplines of Execution via monthly calls focused on commitments and leading and lagging indicators. • Facilitate dialogue among peers and effectively influence behavior change. • Engage advisors in growth coaching via business planning, town halls, leader one on ones or other methods. • Assess advisor needs and provide a personalized, tailored, growth plan. • Partner to determine key leading and lagging indicators of growth. • Build a pathway that focuses on technical expertise/upskilling and behavior change elements to drive growth. • Develop technical learning labs on the key aspects of growth topics alongside growth labs focused on how to use the technology at the firm to drive growth in their practice. • Develop advisor champions and partner with them to deliver content. • Work with field leadership to align messages and deliver content regionally and nationally aimed at driving growth and behavior change. • Travel with Field Leaders and team members to territory and national functions. • Leverage knowledge base as a Subject Matter Expert to influence uptake in areas of focus, and present to a group of advisors either virtually or at local leadership functions.

🎯 Requisitos

• 3 - 5 years' relevant experience • Bachelor's degree or equivalent • 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 • Previous experience in financial services industry strongly preferred • Previous sales/marketing experienced preferred • Strong written and verbal communication skills, including a demonstrated ability to interact effectively with all levels of the organization • Demonstrated ability working in a fast-paced environment, and previous experience successfully managing multiple competing priorities • Previous experience working collaboratively with a wide variety of partners • Knowledge of financial planning principles and process, as well as knowledge of advisor practice management processes and systems. • Ability to influence advisor and field leader behavior • Strong communication, coaching, training and general presentation skills • Ability to coach advisors on the compliant application of financial planning tools as an integral part of an advice-based practice • Ability to collaborate, develop and maintain relationships, and influence field sales leaders and advisors to drive results • Self-driven and accountable.

🏖️ Benefícios

• vacation time • sick time • 401(k) • health, dental and life insurances