Regional Retirement Consulting Director

🔥 0 minutes ago

🌵 Arizona, California, +2 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ❄️ Minnesota – Remote 🤠 Texas – Remote

💵 $150k - $200k / year

⏰ Full Time

🔴 Lead

👔 Director

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Ameriprise Financial Services, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1894

💸 Finance

💳 Fintech

Finance • Fintech

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 sales in territory by developing, maintaining and deepening relationships with new and existing advisors through 1:1 calls, client events, training and education, group presentations and other selling strategies and tactics. • Will influence advisor choice through the use of a consultative sales process and other sales techniques and systems (ex. Quality Sales Call, etc.) • Works with leader to research, analyze, and manage territory and execute on sales plan; leverage resources to achieve/exceed targets • Demonstrate deep understanding of retirement products, including all features and benefits, to educate and sell solutions to solve advisor and client needs • Build and maintain relationships with internal/external partners (e.g. Wealth Management Solutions, Marketing, Investment Research Group, field leadership, etc.) • Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers • Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.) • Prioritize and manage daily, weekly, and monthly workload • Use tools/software, including proprietary programs, to research advisor business and identify opportunities to offer solutions • Analyze reports to increase understanding of advisor business and identify sales trends; leverage the information to prepare for face-to-face sales calls. • Complete required coursework in order to maintain compliance with state and federal regulations and licenses • Travel within territory to conduct in person 1:1 Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. • Represent WMS at National, Regional and Industry related meetings, conferences, and virtual events.

🎯 Requirements

• 10+ years’ experience in financial services industry in a selling role • Active Series 7 • 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 (~25%) to support team and client needs and live within region

🏖️ Benefits

• Health, dental, and life insurances • 401(k) • Paid time off • Flexible work arrangements • Professional development opportunities