ABDG Regional Sales Director - AFG
Core
Accelerate revenue growth and asset accumulation for franchise advisors transitioning books of business to Ameriprise through the Experienced Advisor Recruiting (EAR) program.
Role type
Regional Sales Director (EAR Ramp Up)
Builds
Sustainable client acquisition and organic growth systems for transferring advisors
Domain
Financial Services / Wealth Management
Required skills
Client meeting facilitation, Data analysis, Leadership, FINRA Series 7, State securities agent registration, State IAR registration
Preferred skills
Executive presence, Emotional competence, Wealth Management product knowledge, Sales experience, Coaching Skills
Technologies
Performance reporting tools, Business intelligence tools
Responsibilities
Drive post-transition revenue growth and asset accumulation for EAR advisors, Conduct comprehensive book-of-business reviews to identify growth opportunities, Deliver one-on-one coaching and structured growth planning sessions, Collaborate with field leaders and product specialists to support advisor growth, Track advisor performance against key metrics including GDC and net flows
Seniority
Senior, hands-on IC