Drive sales by developing, maintaining, and deepening relationships with new and existing financial advisors through proactive outbound calls.
Influence financial advisors' choices using a consultative sales process.
Partner with Regional Vice President (RVP) to develop a business plan, manage a territory, and drive to regional goals and objectives.
Answer and convert inbound calls from the territory into additional opportunities to drive sales.
Build and maintain relationships with internal and external business partners.
Use a suite of tools; Encompass, BrentMark, etc., to create illustrations that support recommendations that come out of consultative sales conversations with financial advisors.
Complete required coursework in order to maintain compliance with state and federal regulations and licenses.
Prioritize and manage daily, weekly, and monthly workload.
Effectively record sales activity and opportunities in order to maximize territory results.
Support corporate initiatives by maintaining knowledge base about key Ameriprise initiatives and assisting in their implementation.
Requirements
Bachelor's degree or equivalent
3 to 5 Years relevant experience
Series 6
Series 63/66
Resident State Insurance Licenses (Variable Life & Life)
Extensive knowledge of insurance products.
Experience in the financial industry preferably in sales and/or wholesaling
Ability to work in a team and sales/results-oriented environment
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