What are the responsibilities and job description for the Sales Consultant, Managed Accounts position at Ameriprise Financial?
Experience as a wholesaler is preferred for this role, as it enable you to affectively guide advisors on investment strategies and tailored solutions while contributing to business plans.
Examples of advisory products include, but are not limited to:
- Active Portfolios
- SPS Advantage & Advisor
- Select Separate Accounts
- Select Strategist UMA
- Select ETF Portfolios
- Envestnet Platforms
Key Responsibilities
- Proactively conduct outbound calls to advisors in assigned region (West of the Mississippi)
- 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 advisory sales
- Maintain strong working relationships with product partners, Investment Research Group, and regional team. This role will also work closely with the other internal sales desks and internal business partners to support client/advisor needs
- Accurately track all activity in Salesforce.com and track/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 as required
- In partnership with Wealth Management Solutions Regional Vice President, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations
Required Qualifications
- Bachelor’s Degree or equivalent in a related field
- 5 years’ experience in financial services industry, financial sales, or financial wholesaling
- Active Series 7 and Series 63 & 65 (or Series 66) or the ability to obtain within 120 days
- Deep understanding of advisory platform: (i.e. Active Portfolios, SPS Advantage, SPS Advisor, Separate Accounts, Strategist UMA, etc.)
- Demonstrated sales and coaching experience and understanding of the wholesaling process
- Must be open to Quality Sales Call coaching
- Overnight travel required up to 25%
Preferred Qualifications
- CFP, CRPC, APMA, ChFC designations preferred (or strong desire to achieve)
- Experience as a financial planner, financial advisor, investment broker, or wholesaler
- Experience with Ameriprise Financial product suite
- Knowledge of the Ameriprise field structure
- Excellent communication and influencing skills
- Strong organizational skills and ability to manage multiple priorities
- Strong presentation skills using MS Teams
- Proven ability to establish rapport and credibility quickly
- Independent self-starter with strong teamwork orientation and relationship skills
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
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