Wealth Management Sales Lead – Pacific West

Ameriprise Financial Services, LLC; Idaho Falls (ID); A distancia; USD 150.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work

Descripción de la vacante

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

In this remote role, you will influence business outcomes through relationship management, market insight and thought leadership, representing the organization at client and broker dealer events.

Formación

• 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.
• Bachelor’s degree or equivalent.

Responsabilidades

• 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.

Conocimientos

Sales experience

Relationship management

Communication skills

Presentation skills

Educación

Bachelor's degree

Descripción del empleo

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

In this remote role, you will influence business outcomes through relationship management, market insight and thought leadership, representing the organization at client and broker dealer events.