Director, Sales Consulting

🕒 September 22

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $150k - $200k / year

⏰ Full Time

🔴 Lead

🧑‍💼 Account Executive

👻 Ghost score 0%

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Ameriprise Financial Services, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1894

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Ameriprise Financial Services, LLC is a leading provider of personalized financial planning and advice. The company emphasizes one-to-one financial advice to help clients reach their unique financial goals and offers complimentary consultations with its financial advisors. Ameriprise is well-regarded in the investment industry, providing award-winning service focused on client satisfaction. With the support of their Investment Research Group, Ameriprise advisors provide clients with objective research, actionable investment strategies, and ongoing market and economic analysis. The company also prioritizes online security and privacy for clients accessing their accounts and financial documents online.

📋 Description

• 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 • 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, customer relationship management 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

🎯 Requirements

• 10+ years of experience in the financial services industry in a sales-focused role • Deep knowledge of advisor business models, investment products, and financial solutions • 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 • Proficiency in Microsoft Office applications and customer relationship management systems such as Salesforce • Ability to learn and position proprietary products and solutions • Experience applying consultative sales methodologies • Excellent communication, presentation, interpersonal, and problem-solving skills • Ability to speak to large audiences and influence and motivate diverse stakeholders • Ability to succeed in a fast-paced, highly matrixed environment while managing competing priorities and delivering results

🏖️ Benefits

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