Remote Senior Wealth Management Sales Leader – Pacific West

Ameriprise Financial Services, LLC; Nevada; À distance; USD 150 000 - 200 000; Plein temps

Résumé du poste

Ameriprise Financial Services, LLC seeks an experienced sales consultant to drive wealth management 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 through relationship management and strategic insight.

This remote role offers travel within the territory for advisor engagement, training and events.

Qualifications

• 10+ years in financial services sales with wealth management knowledge.
• Consultative sales experience with proven growth impact.
• Bachelor’s degree or equivalent.
• Series 7 license required at hire.
• Active State securities agent registration or ability to obtain within 90 days.
• Active State IAR registration or ability to obtain within 90 days.

Responsabilités

• Develop and strengthen advisor relationships to drive territory sales.
• Influence product selection through consultative selling.
• Collaborate with sales, marketing, and leadership to execute plans.
• Monitor industry trends and adjust sales strategy.
• Travel within territory for advisor engagement and events.
• Use CRM and analytics to identify opportunities and prepare meetings.
• Manage territory operations, scheduling, budgets, and follow-ups.

Connaissances

Sales in financial services

Relationship management

Consultative selling

Broker dealer knowledge

Formation

Bachelor's degree

Outils

Microsoft Office

CRM platforms

Sales analytics tools

Description du poste

Ameriprise Financial Services, LLC seeks an experienced sales consultant to drive wealth management 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 through relationship management and strategic insight.

This remote role offers travel within the territory for advisor engagement, training and events.