Now Hiring - Ameriprise - Banking and Cash Solutions Sales Consultant in Charlotte, NC
Banking and Cash Solutions Sales Consultant in Charlotte, NC
Benefits:
yesLocation:
Charlotte, NCFull description of the position
Key Responsibilities :
- Meet sales activity expectations by using product and process knowledge to increase advisor sales in Securities-Based and Home Lending solutions, Ameriprise Certificates, Credit Cards, Personal Trust Services, and other products/services as directed.
- Conduct sales activity through proactive outreach with geographically aligned advisors & field leaders, incoming correspondence from advisors and staff and assigned campaign tasks.
- Educate field leaders and advisors on the comprehensive Banking and Cash Solution set. Provide end to end education from product benefits to application process and/or client experience. Training delivered via multiple channels including teleconference, video conference and in-person presentations at conferences, events and other sites visits that may require travel.
- Develop territory sales plan to include targeted contacts, segmentation of advisors, sales activity model week, and peer-to-peer champion coaching program.
- Support of sales team manager and other department management on various projects/assignments.
Required Qualifications :
- Bachelor's degree or equivalent experience.
- 5+ years of direct sales experience and experience in the financial, banking or mortgage industry.
- Solid understanding of financial planning process & experience working with financial advisors.
- Excellent communication & presentation skills.
- Proven ability to quickly build & establish credibility & relationships.
- Extensive experience/knowledge in financial services industry particularly in lending, cash management and trust services.
- Active Series 7 or ability to obtain within 120 days from hire date.
- Active State securities agent registration (S63 or S66) or ability to obtain within 120 days from hire date.
Preferred Qualifications :
- Knowledge of Ameriprise Financial.
- Knowledge of banking products, including lending, personal trust services, credit cards, and cash products.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.
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
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise
10000+ Employees
1894
Investment & Asset Management
Financial Services
www.ameriprise.com
$10+ billion (USD)
4 Yes (amount not posted)
Ameriprise
Rate this company
Sign In to rate this company
Ameriprise
4 Yes (amount not posted)