Regional Sales Director

🕒 il y a 1 mois

🐊 Florida – Distant

infoinfo

💵 $114 500 - $157 400 / an

⏰ Temps Plein

🔴 Expert

🤑 Commercial

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

5001 - 10000 employés

Fondée en 1894

💼 Conseil

🛡️ Assurance

💸 Finance

Consulting • Insurance • Finance

Ameriprise Financial Services, LLC est un fournisseur de premier plan en planification financière personnalisée et en conseils. L'entreprise met l'accent sur des conseils financiers personnalisés pour aider les clients à atteindre leurs objectifs financiers uniques et propose des consultations gratuites avec ses conseillers financiers. Ameriprise est bien considéré dans le secteur des investissements, offrant un service primé axé sur la satisfaction des clients. Avec le soutien de leur groupe de recherche en investissements, les conseillers Ameriprise fournissent aux clients des recherches objectives, des stratégies d'investissement concrètes et une analyse continue des marchés et de l'économie. L'entreprise accorde également la priorité à la sécurité en ligne et à la confidentialité pour les clients accédant à leurs comptes et documents financiers en ligne.

Description

• Lead sales efforts primarily through net flows • Conduct sales opportunity analysis • Drive advisor targeting and engagement • Direct product subject-matter experts • Direct internal and external wholesaling activities • Drive advisor net flows through virtual interactions • Convey key messaging through defined visits and advisor meetings • Execute the region plan and support advisors and field leaders • Partner with field leaders, advisors, wholesalers, product partners, corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third-party wholesalers, and other critical groups • Translate national call messaging into regional needs and priorities • Support creation of the region plan in alignment with the national plan • Ensure field leaders and key stakeholders understand the plan • Participate in segmentation and regional engagement planning, including coaching programs • Engage Experienced Advisor Recruits and field leaders in financial advice through Confident Retirement conversations and client case analysis • Participate virtually in client and advisor meetings when appropriate, engaging product experts and other resources

🎯 Exigences

• Bachelor’s degree or equivalent experience • 7+ years of relevant work experience • Experience participating in client meetings supporting/facilitating discussion and client case analysis • Ability to review, analyze, and gather data • Ability to identify data trends and develop and articulate solutions to solve gaps in the plan • Demonstrated ability to lead and motivate advisors, leaders, and field staff • FINRA Series 7 • State securities license (S63 or S66) • State IAR license (S65 or S66) • Ability to travel 25% • Excellent written and verbal communication skills • Executive presence and ability to answer questions spontaneously • Emotional competence, resilience, execution discipline, and positivity • Familiarity and some expertise with Wealth Management and Risk • Sales experience and coaching skills • Valid U.S. work authorization that does not now or in the future require visa sponsorship

🏖️ Avantages

• Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role • Competitive and comprehensive benefits program • Vacation time • Sick time • 401(k) • Health insurance • Dental insurance • Life insurance • Remote work arrangement • Equal opportunity and inclusive recruitment process • Reasonable accommodations for individuals with disabilities during recruitment

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