Director, Sales Consulting

This is a fully remote position, open to applicants in United States.

📋 Description

• Propel the growth and utilization of Ameriprise Bank's banking and cash solutions within a designated territory.

• Formulate and implement a strategic sales plan for the territory.

• Cultivate and sustain relationships with both new and existing advisors through personalized meetings, educational workshops, client events, and presentations.

• Assess advisor requirements, propose banking and cash management solutions, and promote product usage utilizing a consultative sales method.

• Partner with product teams, marketing, field leadership, and various business collaborators.

• Share insights on market conditions, industry trends, and competitive activities.

• Travel throughout the territory to conduct advisor meetings, lead training sessions, support client events, and represent the organization at national, regional, and industry gatherings.

• Leverage proprietary tools, CRM software, and sales analytics to pinpoint opportunities, assess advisor practices, and improve sales effectiveness.

• Oversee schedules, meeting preparations, follow-up tasks, budget management, and advisor recognition programs.

• Ensure compliance with licensing, registrations, and regulatory requirements through necessary training and continuous education.

⛳️ Requirements

• A minimum of 10 years of experience in the financial services sector in a sales-oriented position, with extensive understanding of advisor business models, investment products, and financial solutions.

• Proven expertise in selling deposit and lending products, such as checking and savings accounts, home lending options, securities-based lending, and credit card offerings.

• Active Series 7 license or the ability to obtain it within 90 days.

• Active state securities agent registration (S63 or S66) or the ability to acquire it within 90 days.

• Active state IAR registration (S65 or S66) or the ability to obtain it within 90 days.

• Willingness to travel at least 50% and reside within the designated region.

• Strong business insight with proficiency in Microsoft Office applications and customer relationship management systems, such as Salesforce.

• Capability to swiftly learn and effectively market proprietary products and solutions.

• Experience in applying consultative sales techniques to influence advisor choices and foster business growth.

• Exceptional communication, presentation, interpersonal, and problem-solving abilities, with the capacity to address large audiences and inspire a diverse range of stakeholders.

• Demonstrated success in a dynamic, highly matrixed environment while managing competing priorities and achieving results.

🏝️ Benefits

• Variable compensation in the form of bonuses, commissions, and/or long-term incentives based on the role.

• Vacation leave.

• Sick leave.

• 401(k) retirement plan.

• Health insurance coverage.

• Dental insurance coverage.

• Life insurance coverage.

• Eligibility for remote work.