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Franchise Regional Sales Director - Northeast Region Job

Date: Nov 19, 2009

Location: Boston, MA, US


Job ID: 78763 Boston, MA;Virtual 1 The Personal Advisors Group Full-Time N Regular 51 - 75 % Series 63 - State Securities / Series 65 - State IAA/IAR / Series66-Comb. St. Sec/IAA/IAR / Series 7
About Ameriprise
You give more, you want more

You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company¹ yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.²

You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,³ career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer.

¹ Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
² BusinessWeek magazine, September 4, 2008.
³ DALBAR Financial Intermediary Post-Sale Service Award 2007.
Responsibilities
Provides coaching and training on client acquisition, financial planning, and sales strategies for field leaders and advisors. Primary metrics will be HVCA, and percent of HVCA in a planning relationship. Provide coaching and training on overall HVCA techniques financial planning, and sales strategies capabilities in 'train the trainer' capacity for field leaders (Branch Office Managers and Field Vice Presidents). Train advisors and leaders on consultative sales skills. Provide group face to face coaching and training to advisors on client acquisition techniques, financial planning and sales strategies. Coordinate with other Divisional Director of Sales (through VP of National Sales) on delivering consistent programming and best practices across market groups with regard to client acquisition, financial planning, and sales strategies. Coordinate third party and corporate resources for local events, education days, etc. to increase percentage of HV clients with ongoing planning relationships, HVCA, and ensure increased in book of business. Deploy sales strategies to leaders and advisors at the local level. Drive attendance and engagement at Ameriprise a.m. calls. Coordinate with product wholesaler activities. Partner with Branch Office Manager/ FFVP to develop market group level plans for HVCA, financial planning, and sales strategies uptake.
Qualifications
Demonstrated experience with leading field implementation initiatives. Experience working successfully with sales force members. Ability to influence advisor and field leader behavior. Strong communication, coaching, training and general presentation skills. Self driven and self accountable. Ability to drive results on a remote basis. Outstanding relationship management, negotiation and collaborating/influencing skills in dealing with all levels through various communications channels. College degree or equivalent required (MBA in Marketing or Communications preferred) and 5+ years relevant experience required. FINRA Series 7, 63/66, 65/66, State licensing may be required.

JCODE:23269
JCODE:23918
JCODE:23919
Other Information
The office location for this position is within the assigned Region.
Travel over 50%.


Nearest Major Market: Boston
Job Segments: Management, Manager, Sales, Sales Management


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