Regional Vice President Consultant, Retirement
1 week ago
The Regional Retirement Plans Consultant - Pacific West Region is responsible for the execution of the Wealth Management external sales consulting strategy in the assigned Ameriprise Financial territory in an effort to build awareness of retirement product offerings (IRA, 401k, 403b and associated products) and drive product sales.
This will be accomplished in partnership with a broader sales consulting team made up of Regional Consultants that focus solely on the Ameriprise Financial advisor force.
This role will be responsible for building/maintaining relationships across the Ameriprise Advisor channel, including Field Leadership and Advisors.Additionally, this key sales leadership role will represent the team at various National, Regional, and Industry related meetings; conferences and virtual events as needed and requested.
Key Responsibilities
Drive retirement product sales in territory by developing, maintaining and deepening relationships with new and existing advisors and field sales leadership through 1:1 sales meetings, 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 (e.g. Quality Sales Call, etc.).Works with leader to research, analyze, and manage territory and execute on sales plan; leverage resources to achieve/exceed targets. Shares best practices across consulting team.
Partner with internal sales consultant to develop a business plan, manage the territory, and drive regional sales goals and objectives.
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.
Represent WMS at National, Regional and Industry related meetings, conferences, and virtual events.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 to maintain compliance with state and federal regulations and licenses.Required Qualifications
7+ years experience in financial services industry in a selling role; in depth product and investment knowledge. Ability to quickly assimilate and quickly learn proprietary products.
Active Series 7.
Active Series 63 & 65 (or 66), or the ability to acquire within 90 days.
Bachelors degree in Sales, Marketing, Economics, Investments, or other related degree.
Deep subject matter expert on selling retirement product (IRA, 401k, 403b and associated products).
Excellent relationship and interpersonal skills, demonstrated ability to drive results through others
Strong business acumen and demonstrated proficiency in general business disciplines and software applications (e.g. Word, Excel, etc.). Experience with CRM (e.g. Sales Force).
Demonstrated ability to work independently and within a team to build relationships and interact effectively with business partners.
Excellent communication skills (verbal, written) to work all levels of the organization.
Demonstrated ability to present in front of small and large group audiences
Ability to operate and manage comfortably and effectively in a fast-paced, highly matrixed environment. Proven ability to influence, motivate and inspire others.
Attention to detail, accuracy, and high level of personal accountability.
Strong organizational skills.
Ability to travel (~25%) to support team and client needs and live within region (AZ, CA, OR, WA, NV, UT, ID, MT, AK, HI).
Preferred residence:
Major metro in California or Arizona.
Preferred Qualifications
Advance degree (e.g. MBA).
CFP, ChFC, CRPC, CEBS, RIPC or similar retirement industry designations.
Excellent understanding of various facets of the Ameriprise organization; including insight into various business units and the field organization.
About Our Company
Were a diversified financial services leader with more than $1 trillion in assets under management and administration.
Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients.
We are a long-standing 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 Services, 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.
Base Pay SalaryThe estimated base salary for this role is $85,000/ year. Base salaries are determined in part based on job-related knowledge, skills, experience, and geographical work location.
In addition, this role is eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role.
We also have a competitive and comprehensive benefits program that support all aspects of your health and well-being.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.
Full-Time/Part-TimeFull time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
FPPS Wealth Management Solutions
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