Sales Consultant – Banking and Cash Solutions

🕒 May 20

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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

• Manage a designated geographic territory to promote sales for Ameriprise Banking & Cash Solutions (BCS) • Proactively conduct outbound calls to advisors in assigned region • Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive sales of banking products • Maintain strong working relationships with product partners, IRG, and regional team • Accurately track all activity in Salesforce.com and submit all business expenses in Concur Expense Management system • Utilize Microsoft Teams for advisor sales interactions • Provide support and participate in advisor/client presentations and field facing events

🎯 Requirements

• 5+ years of direct sales experience and experience in the financial, banking or mortgage industry • Bachelor's degree or equivalent experience • Active Series 7 or ability to obtain within 120 days • Active State securities agent registration (S63 or S66) or ability to obtain within 120 days • Overnight travel required up to 25%

🏖️ Benefits

• health, dental and life insurances • vacation time • sick time • 401(k) • variable pay in the form of bonus, commissions, and/or long-term incentives