The Senior Regional Financial Advice Sales Consultant (Sr. FASC) is responsible for managing an assigned region. This includes proactive outbound calls to advisors, building relationships with field leaders, collaborating with home office teams and providing sales consulting and training to advisors. Have direct and indirect leadership responsibilities and will work with the Sales Consultants to drive financial planning results.
Responsibilities
- Manage an assigned region by proactive outbound sales consulting calls with advisors in their territory to drive financial planning plan count, fees and growth goals. Meet defined level of inbound and outbound activity. Maintain strong relationships with Field Sales Leaders and other field facing resources. Participate in territory/region events to help drive financial planning results.
- Provide coaching and day to day oversight, leadership, and performance management directly to a Sales Consultant. This includes 1:1 interactions, individual performance plans, periodic reviews and feedback sessions, coaching and development.
- Work with the VP and other corporate and field leaders to create vision and direction for the team. Responsible for executing strategies and tactics to drive business results. Tasks may include: Leading team meetings and attending department or other field facing resource meetings.
- Travel with Field Leader and territory team members to territory and national functions. Leverage knowledge base as a Subject Matter Expert to influence uptake in areas of focus and present to group of advisor either virtually or at local leadership functions.
- Manage an assigned region by proactive outbound sales consulting calls with advisors in their territory to drive financial planning plan count, fees and growth goals. Meet defined level of inbound and outbound activity. Maintain strong relationships with Field Sales Leaders and other field facing resources. Participate in territory/region events to help drive financial planning results.
- Provide coaching and day to day oversight, leadership, and performance management directly to a Sales Consultant. This includes 1:1 interactions, individual performance plans, periodic reviews and feedback sessions, coaching and development.
- Work with the VP and other corporate and field leaders to create vision and direction for the team. Responsible for executing strategies and tactics to drive business results. Tasks may include: Leading team meetings and attending department or other field facing resource meetings.
- Travel with Field Leader and territory team members to territory and national functions. Leverage knowledge base as a Subject Matter Expert to influence uptake in areas of focus and present to group of advisor either virtually or at local leadership functions.
Required Qualifications
- Bachelors degree or equivalent
- 5+ years of relevant experience
- Knowledge of financial planning principles and process, as well as knowledge of advisor practice management processes and systems.
- Ability to influence advisor and field leader behavior.
- Strong communication, coaching, training and general presentation skills.
- Analytical and conceptual thinking required to assist advisors, which may be subject to individual case analysis.
- Ability to collaborate, develop and maintain relationships, and influence field sales leaders and advisors to drive results.
- Ability to coach advisors on the compliant application of financial planning tools as an integral part of an advice based practice.
- Active FINRA Series 7.
- Active State securities agent registration (S63 or S66).
- Active State IAR registration (S65 or S66).
- Ability to travel.
Preferred Qualifications
- Financial Services experience.
- Leadership experience.
- Experience with project analysis and/or project management.
- Proven Sales experience.
- 12-18 months experience as FASC.
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
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. |
