Director, Sales Consulting - Ameriprise Bank
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Ameriprise BankFinancial Services
United StatesFull-TimeDirector
Salary$150,000–$200,000 per year
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Job Details
- Experience
- 10+ years
- Required Skills
- SalesforceMicrosoft Office
Requirements
- 10+ years of financial services experience in a sales-focused role.
- Strong knowledge of advisor business models, investment products, and financial solutions.
- Demonstrated experience selling deposit and lending products such as home lending, securities-based lending, and credit cards.
- Active Series 7 license or ability to obtain within 90 days.
- Active state securities agent registration (Series 63 or 66) or ability to obtain within 90 days.
- Active state Investment Adviser Representative registration (Series 65 or 66) or ability to obtain within 90 days.
- Ability to travel at least 50% of the time.
- Must reside within the assigned territory.
- Proficiency with Microsoft Office and CRM platforms such as Salesforce.
- Experience using consultative sales methodologies.
- Excellent communication, presentation, and interpersonal skills.
Responsibilities
- Develop and execute a territory sales strategy through meetings, educational programs, and client events.
- Apply consultative sales approaches to recommend banking and cash management solutions.
- Act as a subject matter expert to educate advisors and influence business decisions.
- Partner with product, marketing, and leadership stakeholders to share market intelligence and trends.
- Travel at least 50% of the time to conduct meetings, training, and represent the business at industry events.
- Use CRM systems and sales analytics to identify opportunities and manage performance.
- Manage operational tasks including schedules, budgets, and advisor recognition.
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