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Description

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Key Responsibilities

  • Drive local client acquisition in support of AAC growth. Generate leads through various methods including natural market, referrals, local seminars, workplace partnerships, networking groups and web-based marketing venues with the support of marketing and the advisor team. Individual would schedule and hold meetings with prospects in order understand their financial goals, develop strategies to achieve goals, and ultimately acquire them as clients.
  • Support conversion of existing advisor practice to AAC regional team focused on maximizing client retention and delivering a positive onboarding experience to the AAC team.
  • Engage in on-going professional development to increase industry, product, sales and servicing skills. Earn and/or maintain FINRA/other licenses and professional designations to support comprehensive advice relationships. Ensure compliance requirements are met facilitate appropriate business processes and the monitoring of interactions and next steps.

Required Qualifications

  • Bachelors Degree or Equivalent
  • 5-7 years of relevant experience
  • Previous sales experience and proven ability to generate results.
  • Demonstrated ability to generate prospect leads and convert these leads into new clients.
  • In depth knowledge of financial products and financial planning.
  • Comprehensive understanding of the financial services market, economy, and industry trends.
  • Robust consulting, influencing and client engagement skills. High level of confidence, resilience, and desire to achieve.
  • Outstanding verbal, written, and listening communication skillset as well as superior customer service skills.
  • Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.
  • Proven ability to work with cross-functional teams.
  • FINRA Series 7, 63/65/66
  • Life and Health Insurance and Variable Contracts Licenses

Preferred Qualifications

  • Experience with Salesforce.com and Thomson
  • Trained in Integrity Selling Sales Model
  • CAS, CRPC, CFP, ChFC, RICP certifications preferred

We're 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.

About Our Company

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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