Regional Retirement Consulting Director - AAG West

About the role

The Regional Retirement Consulting Director is responsible for executing the external sales strategy in the assigned territory to build awareness of retirement product offerings and drive product sales. This will be accomplished in partnership with a broader sales consulting team that focuses solely on Ameriprise advisors.

Responsibilities

• Drive sales in territory by developing, maintaining, and deepening relationships with new and existing advisors through 1:1 calls, client events, training and education, group presentations, and other selling strategies and tactics.
• Influence advisor choice through the use of a consultative sales process and other sales techniques and systems (e.g. Quality Sales Call, etc.).
• Work with leader to research, analyze, and manage territory and execute on sales plan; leverage resources to achieve/exceed targets.
• Build and maintain relationships with internal/external partners (e.g. Wealth Management Solutions, Marketing, Investment Research Group, field leadership, etc.).
• Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
• Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.).
• Prioritize and manage daily, weekly, and monthly workload.
• Use tools/software, including proprietary programs, to research advisor business and identify opportunities to offer solutions.
• Analyze reports to increase understanding of advisor business and identify sales trends; leverage the information to prepare for face-to-face sales calls.
• Complete required coursework in order to maintain compliance with state and federal regulations and licenses.
• Travel within territory to conduct in-person 1:1 Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training.
• Represent WMS at National, Regional, and Industry related meetings, conferences, and virtual events.

Requirements

• 10+ years’ experience in financial services industry in a selling role.
• Active Series 7.
• Active State securities agent registration (S63 or S66) or ability to obtain within 90 days.
• Active State IAR registration (S65 or S66) or ability to obtain within 90 days.
• Ability to travel (~25%) to support team and client needs and live within region.

Preferred Qualifications

• CFP®, ChFC®, CRPC®, CEBS, RIPC or similar retirement industry designations.
• Deep subject matter expert on selling retirement product (IRA, 401k, 403b and associated products).
• In depth product and investment knowledge.
• Ability to quickly assimilate and quickly learn proprietary products.
• Strong business acumen and demonstrated proficiency in general business disciplines and software applications (e.g. Word, Excel, etc.).
• Experience with CRM (e.g. Sales Force).
• Experience working with consultative sales process.
• Excellent communication, interpersonal, presentation, and problem-solving skills.
• Ability to operate and manage comfortably and effectively in a fast-paced, highly matrixed environment.
• Proven ability to influence, motivate, and inspire others.
• Excellent understanding of various facets of the Ameriprise organization; including insight into various business units and the field organization.