Regional Sales Director

🕒 il y a 10 jours

🌵 Arizona, California, +4 états de plus – 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 • Serve as a strategic partner for field leaders, advisors, wholesalers, and regional product partners • Drive advisor net flows through virtual interactions and defined advisor visits and meetings • Execute the region plan and support advisors and field leaders • Partner with corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third-party wholesalers, and other support groups • Translate national call messaging into regional needs and priorities • Support creation and understanding of the regional plan aligned with the national 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/advisor meetings and engage product experts when appropriate

🎯 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; identify data trends; and develop and articulate solutions • Demonstrated ability to lead and motivate advisors, leaders, and field staff • FINRA Series 7, or willingness to obtain within 90 days • State securities license S63 or S66, or willingness to obtain within 90 days • State IAR license S65 or S66, or willingness to obtain within 90 days • Ability to travel 25% • Excellent written and verbal communication skills • Executive presence • Emotional competence and resilience in difficult situations • Familiarity and some expertise with Wealth Management and Risk • Sales experience and coaching skills • Valid U.S. work authorization without current or future visa sponsorship requirement

🏖️ Avantages

• Bonus, commissions, and/or long-term incentives depending on the role • Vacation time • Sick time • 401(k) • Health insurance • Dental insurance • Life insurance • Reasonable accommodation support during recruitment and interviews

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