Regional Retirement Plans Sales Consultant (Internal Wholesaler)

Retirement Plans Sales ConsultantThe 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 regionEnsure 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 salesMaintain 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 needsAccurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management systemUtilize Microsoft Teams for advisor sales interactionsProvide support and participate in advisor/client presentations and field-facing events as requiredIn 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 presentationsComplete required coursework to maintain compliance with state and federal regulations and licensesRequired Qualifications:Bachelor's Degree or equivalent in a related field5+ years' experience in financial services industry, financial sales, or financial wholesalingActive Series 7 and MN IAR - Series 63 & 65 (or Series 66) or the ability to obtain within 120 daysMust have a clean compliance recordOvernight travel required up to 15%Preferred Qualifications:Knowledge of IRAs, 401(k)s, 403(b)s and related plansProven ability to establish rapport and credibility quicklyDemonstrated sales and coaching experience and understanding of the wholesaling processExcellent presentation, communication and influencing skillsIndependent self-starter with strong teamwork orientation and relationship skillsDeep understanding of retirement plans: IRAs (Traditional, Roth, Inherited, SIMPLE, SEP), Qualified Plans (401(k) and 403(b)) and Cash Balance PlansCFP, ChFC, CRPC, CRPS and RICP designations preferred (or strong desire to achieve)Experience as a financial planner, financial advisor, or investment brokerExperience with Ameriprise Financial product suite and knowledge of the Ameriprise field structureStrong organizational skills and ability to manage multiple prioritiesVisa 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 three (3) days per week, with flexibility to work from home two (2) days 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/Part-Time:Full timeExempt/Non-Exempt:ExemptJob Family Group:SalesLine of Business:FPPS Wealth Management SolutionsAmeriprise 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.