Sales Consultant - Banking and Cash Solutions

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding 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, 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.

Job Description

In this role, you will manage a designated geographic territory to promote sales for Ameriprise Banking & Cash Solutions (BCS) through proactive outreach with geographically aligned advisors and field leaders with a secondary purpose of providing guidance via inbound calls. Additionally, you will represent the BCS team at internal meetings and in the field as needed.

Responsibilities:

• Proactively conduct outbound calls to advisors in assigned region
• Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive sales of banking products
• Maintain strong working relationships with product partners, IRG, and regional team. This role will also work closely with the other internal sales desks and internal business partners to support client/advisor needs
• Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system
• Utilize Microsoft Teams for advisor sales interactions
• Provide support and participate in advisor/client presentations and field facing events as required
• Complete required coursework to maintain compliance with state and federal regulations and licenses

Required Qualifications

• 5+ years of direct sales experience and experience in the financial, banking or mortgage industry
• Bachelor's degree or equivalent experience
• Active Series 7 or ability to obtain within 120 days
• Active State securities agent registration (S63 or S66) or ability to obtain within 120 days
• Overnight travel required up to 25%

Preferred Qualifications

• Knowledge of Ameriprise Financial
• Knowledge of banking lending and deposit products, including securities-based lending, mortgages, and home equity lines/loans, checking and savings accounts, credit cards, certificates of deposit and corporate trustee services
• Solid understanding of financial planning process & experience working with financial advisors
• Excellent communication & presentation skills
• Proven ability to quickly build & establish credibility & relationships
• Strong ability to ask critical questions, anticipate needs, present creative solutions, take ownership and operate independently

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

 

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $87,400 - $120,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full timeExemptSalesFPPS Wealth Management Solutions

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.