Senior Account Executive managing client relationships in employee benefits for CBIZ Inc. Build strategic client relationships and coordinate service activities in a hybrid work environment.
AL
Hybrid Sales Consultant – Banking and Cash Solutions
Posted 4 days ago
About the role
- Sales Consultant managing sales for Ameriprise Banking & Cash Solutions through outreach and advisor interactions. Ensuring advisor satisfaction and maintaining strong relationships within the financial services industry.
Responsibilities
- Manage designated geographic territory to promote sales for Ameriprise Banking & Cash Solutions
- Proactively conduct outbound calls to advisors in assigned region
- Ensure a high level of advisor satisfaction by responding to inbound calls
- Maintain strong working relationships with product partners, IRG, and regional team
- Accurately track all activity in Salesforce.com
- Utilize Microsoft Teams for advisor sales interactions
- Provide support and participate in advisor/client presentations as required
- Complete required coursework to maintain compliance with state and federal regulations
Requirements
- 5+ years of direct sales experience in financial, banking or mortgage industry
- Bachelor's degree or equivalent experience
- 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
- Knowledge of banking lending and deposit products
- Solid understanding of financial planning process
- Excellent communication & presentation skills
- Proven ability to quickly build credibility & relationships
Benefits
- Health, dental, and life insurances
- 401(k)
- Vacation time
- Sick time
- Competitive and comprehensive benefits program
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