Business Development Lead

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