Internal Wholesaler Banking Consultant

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.

Key Responsibilities

• Leverage product expertise to educate field leaders and advisors on the comprehensive Banking and Cash Solution set.  Provide end to end consultation from product benefits to application process and/or client experience.  Training delivered via multiple channels including teleconference, video conference and in-person presentations at conferences, events and other sites visits that may require minimal travel.
• Achieve sales activity expectations by building strong rapport with advisors resulting in increased advisor sales in Securities-Based and Home Lending solutions, Deposit accounts, Personal Trust Services, and other products/services as directed. 
• Engage with advisors through proactive outreach with geographically aligned territories, corresponding with advisors and staff on assigned campaign tasks.
• Develop territory sales plan to include targeted contacts, segmentation of advisors, sales activity model week, and peer-to-peer champion coaching program.
• Support sales team manager and other department management on various projects/assignments. 

Required Qualifications

• Bachelor's degree or equivalent experience
• 5+ years of direct sales experience and experience in the financial, banking or mortgage industry
• 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

Preferred Qualifications

• Active Series 7 and state securities registration.
• Knowledge of Ameriprise Financial
• Knowledge of banking products, including lending and deposit products
• 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
• Extensive experience/knowledge in financial services industry preferably in lending and deposit products

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 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

Full timeExemptSalesFPPS Wealth Management Solutions