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Advisor Business Development Sales Associate

Company: Disability Solutions
Location: Minneapolis
Posted on: March 20, 2023

Job Description:

Job DescriptionPartner with Regional Sales Managers (RSM), Regional Financial Advice Sales Consultants (FASC), and Regional Sales Directors (RSD) to drive best in class organic growth of Ameriprise advisors as measured by net flows, target market client acquisition, and advice through helping advisors implement the Ideal Practice Model and modernize their practice through proactive coaching programs.Responsibilities

  • Obtain required licenses/credentials within 120 days of hire: FINRA Series 7; State Securities (Series 63 or 66); State IAR (Series 65 or 66); Attend and engage in required coaching and training.
  • Participate in job shadowing and learning the roles of the FASC and RSM coaching programs, including the format of coaching (Focus Groups / 1:1 coaching), and the core principals for each. Attend and participate in all RSM/FASC team meetings and functions.
  • Communicate with advisors/operations partners to articulate RSM/FASC coaching programs (1:1/Focus Groups), identify key operations partners inside the practice who manages the advisor schedule and schedule time with RSM/FASC coach, learn sales and relationship building skills with both advisors and advisor staff.
  • Provide assistance to the RSD/RSM/FASC teams by doing prep work for coaching programs by leveraging the various Ameriprise reporting packages to identify specific Net Flow Opportunities for RSD's, Client Acquisition opportunities for RSM's, and Financial Advice opportunities for FASC's. Additional tasks include Microsoft Teams set up and usage, and preparation of materials for Focus Groups such as a review of lead measures reporting for the various programs as well as supporting the pre-work and post-work communication and accountability.
  • Respond to requests received via e-mail, phone, and Microsoft Teams from Field Leaders, RSD, RSM, and FASC regarding various programs, messages, and materials related to client acquisition, financial advice, and sales strategies. Utilize a computer-based tracking system to monitor incoming requests and responses. Refer product specific type calls and issues to the functional subject matter experts on internal product support desks.Required Qualifications
    • Bachelors degree or equivalent experience
    • Strong written and verbal communication skills, including a demonstrated ability to interact effectively with advisors over the phone and video conference calls.
    • Excellent organizational skills and the ability to manage multiple priorities.
    • Strong attention to detail.
    • Previous experience working collaboratively with a wide variety of partners.
    • Dynamic interpersonal and consultative skills.
    • Proficient with Microsoft Office software.About Our CompanyAt Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.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.

Keywords: Disability Solutions, Minneapolis , Advisor Business Development Sales Associate, Sales , Minneapolis, Minnesota

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