Pacific West Wealth Management Sales Leader - Remote

Ameriprise Financial Services, LLC; Heber (UT); Remote; USD 150,000 - 200,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking an experienced wealth management sales consultant to drive product growth across the Pacific West. You will partner with advisors, field leaders and internal partners to expand awareness, adoption and sales of wealth management solutions.

In this remote role, you'll influence outcomes through relationship management, market insight and thought leadership, traveling as needed to events and client engagements; base salary ranges $150,000–$200,000 per

Qualifications

• 10+ years of experience in the financial services industry in a sales-focused role with deep investment and wealth management product knowledge.
• Experience in a consultative sales environment with a proven track record of influencing outcomes and driving business growth.

Responsibilities

• Drive territory sales results by developing and strengthening relationships with new and existing advisors through one-on-one meetings, presentations, client events and educational programs.
• Apply a consultative sales approach to influence advisor product selection and identify opportunities that align with client and business needs.
• Partner with sales consultants, field leadership, marketing and other key stakeholders to execute territory business plans and achieve growth objectives.
• Monitor industry trends, competitive developments and regulatory changes, and communicate insights that impact product positioning and sales strategy.
• Travel throughout the territory to conduct advisor engagement activities, deliver training, and represent the organization at regional, national and industry events.
• Leverage customer relationship management tools, sales analytics and proprietary systems to identify opportunities, prepare meetings and improve sales effectiveness.
• Manage territory operations, scheduling, recognition activities, budgets and follow-up processes to enhance efficiency and advisor experience.

Skills

Sales leadership

Relationship management

Communication

Presentation

Education

Bachelor’s degree

Tools

Microsoft Office

CRM platforms

Sales analytics tools

Job description

Ameriprise Financial Services, LLC is seeking an experienced wealth management sales consultant to drive product growth across the Pacific West. You will partner with advisors, field leaders and internal partners to expand awareness, adoption and sales of wealth management solutions.

In this remote role, you'll influence outcomes through relationship management, market insight and thought leadership, traveling as needed to events and client engagements; base salary ranges $150,000–$200,000 per