Job Information
Ameriprise Financial Director of Financial Wellness (R24_0000001783) in Minneapolis, Minnesota
As Director of Financial Wellness, you'll work closely with corporations across the western United States to implement Ameriprise's unique financial wellness program to help employees improve their financial wellbeing. You'll bring real value to their organization and its employees. Ameriprise will provide numerous resources to support your success. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus bonus opportunities and a full employee benefits package to support your wellbeing. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities Network with senior leaders of external companies with the goal of establishing new business. Develop a pipeline of prospective opportunities, holding meetings, seminars/webinars, outbound phone calls, emails, and social media reach to HR professionals. Manage sales process through consistent follow up and communication, maintaining accurate notes, tracking pipeline progress and creating reports as required. Make business development on-site presentations to prospective employers to create new accounts, negotiate and close deals. Manage all aspects of business-to-business sales and business development within this sector including managing progression through the sales cycle. Lead and coach internal partners to move opportunities forward. Ensure team is staging the sales experience consistent and effectively. Ensure team is hitting front end activity metrics and leading indicators. Ensure strong execution and management of sales process and tracking in CRM system. Build a comprehensive understanding of the client expectations and full understanding of their benefits plans. Contribute to the strategic development of the Workplace Solutions program for Ameriprise. Develop and enhance the value proposition through client/prospect feedback, engagement strategies and delivery of the client experience to employers and employees. Prepare and train advisors for implementation. Partner with decision makers and stakeholders to close complex gaps, influence policy, and move deals forward. Required Qualifications 7-10 years of B2B sales work experience with a proven track record of success. Bachelors degree or equivalent (4-years) Strong computer skills and experienced with managing data, report creation, prospecting development, etc. Financial services industry experience: preferably within sales or account management. Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit. Highly self-motivated, creative, and decisive. Ability to respond effectively and quickly to clients' needs and issues. Ability to travel to employer locations. Exceptional customer service, written and oral communication skills. Relationship development & management skills. Experience developing and managing implementation plans. Preferred Qualifications Proven track record selling to HR and Benefits professionals. Comfortable presenting to executives, board members, and high level decision makers and/or large groups. Ability and experience articulating complex and in-depth concepts. Strong preference for candidate be located within the western United States territory (i.e., Arizona, California, Nevada, Washington, Oregon) About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique business s - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.