Business Development Lead

Company: Threadneedle group
Location: Minneapolis
Posted on: January 24, 2025

Job Description:

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, identify business opportunities, negotiate with and onboard advisors and track 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 officesRequired 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 growPreferred Qualifications
    • Prior knowledge of financial planning tools would be preferred
    • International Sales: US Market
    • Cold CallingAbout Our CompanyAmeriprise 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-TimeFull timeTimings(8:00p-4:30a)India Business UnitAWMPO AWMP&S President's OfficeJob Family GroupBusiness Support & Operations
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Keywords: Threadneedle group, St. Paul , Business Development Lead, Other , Minneapolis, Minnesota