Support Managed Accounts initiatives such as Signature Wealth and SPS Advisor, as well as Structured Products and Alternative Investments through mainly inbound sales support calls.

Key Responsibilities

Answer inbound advisor calls and provide advice using product technical expertise and consultation skills addressing product benefits/features, sales strategies, plan selection, rules/regulations, and suitability for Advisory based platforms (Active Portfolios, SPS Advantage/Advisor, Select Separate Accounts, etc.) and Structured Products and Alternative Investments (Private Equity, Managed Futures, Hedge Funds, etc.).

Partner closely with other internal/external sales partners including Advisory and Structured Product Consultants and internal business partners to support client/advisor needs and business objectives. Assist team on various ad hoc tactics, such as special mailboxes, that may be set up from time to time based on need.

Capture all relevant sales call information is updated in Salesforce.com, including pipeline and tracking information. Respond swiftly and courteously to advisor questions, concerns or complaints. Collaborate with external partner(s) and internal resources to develop and implement business plans to maximize sales.

Periodically participate in approved outbound call campaigns for a variety of reasons (e.g. focus areas for team, following up to conference, etc.).

Stay abreast of product feature changes, asset allocation approach, and regulatory changes.

Required Qualifications

Knowledge of Advisory and Structured products, including asset allocation and portfolio selection.Active Series 7Active Series 66 or Series 63/65 or willing to obtain.Financial industry experience, preferably in sales and/or wholesaling.Ability to articulate complex information in a clear and concise manner, excellent telephone communication skills and presentation skills.Proven ability to establish rapport and credibility quickly.Demonstrated sales and coaching experience.Solid presentation skills for use in one-on-one as well as infrequent large group settings.Ability to work in a sales-oriented team environment.

Preferred Qualifications

Experience with Ameriprise platform and products.

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding 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, 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.

Base Pay Salary

The estimated base salary for this role is $50,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business  

FPPS Wealth Management Solutions