The prospective candidate will work in the capacity of “Market Group Owner” and look to help Ameriprise India - PracticeSource grow the business through consultative sales calls/ outreach and orient the Franchise advisors through the services available at PracticeSource.
Besides the sales activities and initiatives, the candidate will work with the field leaders to strategize on the potential campaigns to drive higher penetration in the assigned market groups. Additionally, this position would include potential stateside travel to represent PracticeSource at Ameriprise Conferences and advisor offices to educate advisors about PracticeSource offerings.
Key Responsibilities
- Onboard Ameriprise franchise advisors for Ameriprise India - PracticeSource Services
- Support Market Group Owners on Sales Activities & Initiatives
- Manage Market Groups after the first few months of on-the-job training
- Cold Calling - build key advisor relationships, identifies business opportunities, negotiates with and onboard advisors and tracks potential opportunities
- Consultation Calls - reach out to advisors and identify potential new leads, orient them with PS services, ultimately convert them into our customers, and continue to grow business by getting new planning demand into the system
- Support Sales Initiatives - Drive, track and report success of marketing campaigns
- Travel (if required) to attend conferences, corporate office and advisor offices
Required Qualifications
- Bachelor’s degree or equivalent; 5+ years of experience
- Excellent verbal and written communication skills
- Knowledge of financial planning tools and processes
- Ability to collaborate, develop, and maintain relationships with field leaders.
- Effective time management skills
- Strong attention to detail and organization
- Should be able to think on their feet and provide a consultative approach to the advisors
- Positive attitude and willingness to constantly learn and grow.
Preferred Qualifications
- Prior knowledge of financial planning tools would be preferred
- International Sales: US Market
- Cold Calling
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Timings
(8:00p-4:30a)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Business Support & Operations
What We Do
For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day.
Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory.
Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search.
Come #SoarWithUs and be a part of the Freedom family!
Freedom Mortgage Corporation
951 Yamato Road, Suite 175
Boca Raton, FL 33431
Lender NMLS ID: 2767
www.nmlsconsumeraccess.org
