National Sales Consultant, Wealth Management Solutions
Core
Provide inbound phone consulting and sales support for wealth management products, including structured products and alternative investments, to help advisors with product selection, benefits, and regulatory compliance.
Role type
Senior IC sales consultant (wealth management)
Builds
Sales strategies and plan selections for wealth management products
Domain
Financial services / Wealth Management
Deliverable
product features
Required skills
Phone sales, product expertise, regulatory knowledge, Salesforce.com, business plan development
Preferred skills
Asset allocation knowledge, presentation skills, team collaboration, Ameriprise platform experience
Responsibilities
Conduct inbound calls for product consultation, capture call data in Salesforce, collaborate on business plans, assist with ad hoc tactics, participate in approved outbound campaigns, stay updated on product and regulatory changes