National Sales Consultant
- Ameriprise Financial
- 3 - 5 years
- Noida, Gurugram
- 1 month ago
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Job Description
Utilize and apply technical product expertise and consultation skills to help advisors with Cash and Bank Deposit products (ONE Financial, Sweep, Money Markets, Bank CDs, Savings Account, etc.) by communicating product benefits/features, sales strategies, rules/regulations, and suitability in response to inbound sales calls. Make periodic outbound calls for specific campaigns and/or other approved activities. Partner closely with other sales members and internal business partners to support client/advisor needs and business objectives.Key Responsibilities
- Answer inbound advisor calls and apply technical product expertise and consultation skills to help advisors with Cash and Bank Deposit products (ONE Financial, Sweep, Money Markets, Bank CDs, Savings Account, etc.) by communicating product benefits/features, sales and marketing strategies, rules/regulations, and suitability. Respond swiftly and courteously to advisor questions, concerns or complaints.
- Support and partner with other sales members by referring consultation opportunities, managing the team mailbox, running reports, providing advisor feedback, etc.
- Ensure all relevant sales call information is captured accurately in Salesforce CRM, including tasks, pipelines and success/concerns. Collaborate with external partner(s) and internal resources to develop and implement business plans to maximize sales.
- Periodically participate in approved outbound call campaigns for a variety of reasons (e.g. focus areas for team, following up to conference, promotion awareness, etc.).
- Stay abreast of product, company, and regulatory changes.
Required Qualifications
- 3-5 years of bank or financial sales experience
- Obtain FINRA Series 7 within 12 months of hiring
- Knowledge of US banking products and industry
- Excellent communication and presentation skills through phone and webinar platforms as defined by:
- Proven ability to articulate complex information clearly and concisely
- Proven ability to quickly establish rapport and credibility
- Fundamental knowledge of and ability to apply consultative selling techniques
Job Classification
Industry: BankingFunctional Area / Department: Sales & Business DevelopmentRole Category: BD / Pre SalesRole: Pre Sales ConsultantEmployement Type: Full timeContact Details:
Company: Ameriprise FinancialLocation(s): Noida, Gurugram+ View Contact
Keyskills: sales consultant national sales salesforce marketing consultative selling outbound calls asset management financial planning sales crm
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