Job Description
The Retirement Plans Sales Consultant is an internal sales position with the primary responsibility of using technical retirement plan knowledge of IRAs (Traditional, Roth, Inherited, SIMPLE, SEP), Qualified Plans (401(k) and 403(b)) and sales expertise to increase sales and net flows into retirement plans. In this role, you will work with advisors and key staff members on developing rollover strategies, plan selection, rules/regulations and consulting on appropriate solutions via outbound calls to Ameriprise advisors. In addition, this role will partner 1:1 with a Regional Vice President and support regional business planning, sales campaigns, field leader initiatives, and other ad-hoc items as needed to support the region. The Upper Midwest region includes MN, WI, IA, NE, SD and ND.
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, rules/regulations, and solutions to drive retirement plan sales
- Maintain strong working relationships with product partners, marketing, sales strategy and retirement sales team. This role will also work closely with the other internal sales desks and external 401(k) 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
- In partnership with Retirement Plans RVP, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations
- Complete required coursework to maintain compliance with state and federal regulations and licenses
Required Qualifications
Bachelor’s Degree or equivalent in a related field
5+ years’ experience in financial services industry, financial sales, or financial wholesaling
Active Series 7 and MN IAR - Series 63 & 65 (or Series 66) or the ability to obtain within 120 days
Must have a clean compliance record
Overnight travel required up to 15%
Preferred Qualifications
Knowledge of IRAs, 401(k)s, 403(b)s and related plans
Proven ability to establish rapport and credibility quickly
Demonstrated sales and coaching experience and understanding of the wholesaling process
Excellent presentation, communication and influencing skills
Independent self-starter with strong teamwork orientation and relationship skills
Deep understanding of retirement plans: IRAs (Traditional, Roth, Inherited, SIMPLE, SEP), Qualified Plans (401(k) and 403(b)) and Cash Balance Plans
CFP, ChFC, CRPC, CRPS and RICP designations preferred (or strong desire to achieve)
Experience as a financial planner, financial advisor, or investment broker
Experience with Ameriprise Financial product suite and knowledge of the Ameriprise field structure
Strong organizational skills and ability to manage multiple priorities
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 time
Exempt
Sales
FPPS Wealth Management Solutions
