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Sales Consultant, Banking and Cash Solutions
Location:
Charlotte, NC
Description:
The Banking and Cash Solutions Consultant will support and manage the Northeast geographic territory to promote sales for Ameriprise Banking & Cash Solutions through proactive calls, pre-scheduled appointments with targeted advisors and field leaders in addition to providing support through an inbound telephone queue. This role is designed to grow sales volumes by working with advisors to leverage data / segmentation information and campaign follow-up contact. Key Responsibilities * Engage in sales activity using product and process knowledge to increase advisor sales in securities based lending, home lending, credit cards, personal trust services, deposits and other products/services as directed. This activity is conducted through proactive outbound calls and incoming calls from advisors, leaders and employees.*Assist advisors in identifying clients that have the need for strategic cash and liquidity management assistance, credit solutions and personal trust services.*Educate field leaders and advisors on comprehensive Banking and Cash Solution set. Provide end to end education from product benefits to application process and/or client experience. Training delivered via multiple channels including teleconference, video conference, and site visits.* Develop territory sales plan to include targeted contacts, segmentation of advisors, sales activity model week, and peer-to-peer champion coaching program. Required Qualifications * Bachelor's degree or equivalent.* 5+ years of direct sales experience in the financial, banking or mortgage industry.* Active Series 7 or ability to obtain within 90 days. (Obtaining the Series 7 may include passing the Securities Industry Essentials)* Active State securities agent registration (S63 or S66) or ability to obtain within 90 days.* Solid understanding of financial planning process & experience working with financial advisors.* Excellent communication & presentation skills.* Proven ability to quickly build & establish credibility & relationships.* Ability to prioritize multiple tasks & adapt to changing priorities in a fast-paced environment. Preferred Qualifications * Knowledge of Ameriprise Financial.* Knowledge of banking industry and products, including securities based lending, home lending, personal trust services, credit cards, and various cash solutions. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.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. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business FPPS Wealth Management Solutions PDN-9bf18a08-e43e-4e57-9ecd-768a4ce4960f
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More About this Listing: Sales Consultant, Banking and Cash Solutions
Sales Consultant, Banking and Cash Solutions is a Sales Sales Consultant Job at Ameriprise Financial located in Charlotte NC. Find other listings like Sales Consultant, Banking and Cash Solutions by searching Oodle for Sales Sales Consultant Jobs.
Sales Consultant, Banking and Cash Solutions is a Sales Sales Consultant Job at Ameriprise Financial located in Charlotte NC. Find other listings like Sales Consultant, Banking and Cash Solutions by searching Oodle for Sales Sales Consultant Jobs.