ABDG 区域销售总监
ABDG Regional Sales Director
关于我们公司
我们是一家多元化金融服务领导者,截至2024年底,管理、运营和咨询的资产超过1.5万亿美元。我们的团队遍布19个国家,有22,000名员工,为超过350万名个人、中小企业和机构客户提供服务。我们在财务规划与建议领域是长期的领导者,也是全球资产管理公司和保险公司。我们对客户的坚定关注和坚实的财务基础将我们独特的业务——Ameriprise Financial、Columbia Threadneedle Investments、RiverSource Insurance 和 Annuities 连接在一起。在这里,我们培养有意义的职业生涯,投资未来,并为全球客户、机构和社区带来改变。
职位描述
区域销售总监(RSD)负责主要通过净流入推动销售工作,进行销售机会分析,推动顾问目标定位和参与,指导产品专家,指导内部和外部批发活动。该职位是该地区现场领导、顾问、批发商和产品合作伙伴的关键战略合作伙伴。
关键职责
- 通过与顾问的虚拟互动推动顾问净流入。确保通过规定的拜访和顾问会议传达关键信息。RSD负责执行区域计划、顾问支持和现场领导支持。是该地区现场领导、顾问、批发商和产品合作伙伴的关键战略合作伙伴。
- 与包括企业传播、WMS、RiverSource、Columbia Threadneedle Investments 第三方批发商和其他关键团队在内的关键支持资源合作。翻译全国呼叫信息,建立与区域需求/优先事项的联系,与现场领导、顾问和现场员工有效合作。支持制定与全国计划一致的区域计划,并确保现场领导和其他关键利益相关者理解该计划。参与细分和区域参与计划,例如辅导计划。
- 通过自信退休对话和客户案例分析,与经验丰富的顾问招聘(EAR)和现场领导进行财务建议互动。在适当的情况下虚拟参与客户/顾问会议(同时利用其他可能的资源,如产品专家)。
- 所需资格
- 本科学位或同等经验。
- 7年以上相关工作经验。
- 有相关经验
查看英文原文
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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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.
Job Description
The Region Sales Director (RSD) role is responsible for leading sales efforts primarily through net flows, conducting sales opportunity analysis, driving advisor targeting and engagement, directing product SMEs, directing internal and external wholesaling activities. The position is a key strategic partner for field leaders, advisors, wholesalers and product partners in the region.Key Responsibilities
- Drive advisor net flows through virtual interactions with advisors. Ensure that key messaging is conveyed through defined visits and advisor meetings. The RSD is responsible for execution of region plan, advisor support, and field leader support. Key strategic partner for field leaders, advisors, wholesalers and product partners in the region.
- Partner with key support and resources including corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third party wholesalers and other critical groups. Translate national call message, make connections to regional needs / priorities, partner effectively with field leaders, advisors and field staff. Support the creation of the region plan in alignment with the national plan and ensure understanding of the plan by field leaders and other key stakeholders. Involved with segmentation and region engagement planning, e.g. coaching programs.
- Engage Experienced Advisor Recruits (EAR) and field leaders in financial advice through Confident Retirement conversations and client case analysis. Engage virtually in client /advisor meetings where appropriate (while engaging other possible resources such as product experts).
Required Qualifications
- Bachelors degree or equivalent experience.
- 7+ years of relevant work experience.
- Experience participating in client meetings supporting / facilitating the discussion and client case analysis.
- Analysis - ability to review, analyze, gather data. Can identify data trends and develop and articulate solutions to solve for gaps in plan.
- Leadership - demonstrated ability to lead and motivate advisors, leaders and field staff - engages with influence to support territory goals.
- FINRA Series 7.
- State securities (S63 or S66).
- State IAR (S65 or S66).
- Ability to travel (25%).
Preferred Qualifications
- Excellent communication skills - written speaking clearly and in a compelling manner in front of small and large audiences.
- Executive presence - conveys a meaningful message with confidence and assertion while able to answer questions on the fly.
- Emotional competence - ability to be resilient in difficult situations, discipline in execution and positivity.
- Product knowledge - familiarity and some expertise with Wealth Management and Risk.
- Sales experience and Coaching Skills - able to engage and teach advisors while demonstrating accountability for results.
- Preference for candidates to live in the Southern States region, including Florida and Atlanta, Georgia.
Remote Work
This position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. Preference for candidates to live in Southern States including Florida and Atlanta, Georgia.
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).
Base Pay Salary
The estimated base salary for this role is $114,500 – $157,400 per 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
AFG Ameriprise Franchise GroupAmeriprise 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.
Originally posted on Himalayas