Responsible for increasing and retaining clients' assets, selling and servicing insurance, annuities and banking solutions through implementation of the financial planning process. Main activities include: holding client appointments; educating clients on protection, investment and banking solutions; completing applications; pro-actively working with AAC teams to increase specialist appointments; and managing pipelines and deliverables as needed.
Contact clients and teams to drive product sales by pro-actively identifying appropriate solutions for clients via the financial planning process. Develop rapport and drive a needs-based discussion to engage clients and provide solutions for their needs, leveraging our digital Confident Retirement experience. Solutions include the education of features and benefits of the product/strategy; ensuring that recommendations are based on the best interest of the client resulting in the sale and/or service as agreed to by the client.
Build and demonstrate Integrity Selling skills through weekly 1-on-1 coaching and regular call reviews with leader.
Prepare and process paperwork from product sales and manage pipelines. Use software, including proprietary programs, to research advisor business, log activity, run hypothetical scenarios, and submit and track business.
Develop and maintain relationships with internal and external business partners. Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and keep them up to date.
Bachelor's Degree or Equivalent
3+ years of relevant experience
Proven ability to generate results with clients through investment sales.
Past direct selling of financial products and services, including investment products.
Proven ability to establish rapport and credibility quickly with clients, advisors, sales leaders and other business partners.
Excellent communication and interpersonal skills.
Excellent organization and task management skills.
Effective presentation skills utilizing virtual sales tools such as Microsoft Teams, webinars, or teleconferencing.
FINRA Series 7, 63/65/66
Life and Health Insurance and Variable Contracts Licenses
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.
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AWMBD Advice and Wealth Mgmt and Business Development