BENJAMIN VANG
Saint Paul,MN
Summary
Dynamic Sales Leader with expertise in recruitment strategy and client acquisition. Proven track record in economic deal structuring and delivering impactful presentations. Adept at fostering relationships and driving results, leveraging strong negotiation skills to enhance advisor recruitment and support financial institutional partners.
Overview
14
14
years of professional experience
1
1
Certification
Work History
DIVISIONAL DIRECTOR - AFIG
Ameriprise Financial
Minneapolis, Minnesota
03.2024 - Current
- Lead recruiting efforts nationally within the Ameriprise Financial Institutions Group (AFIG).
- Develop and execute recruitment strategies for investment program managers at financial institutions.
- Represent the Experienced Advisor Recruiting team to review Ameriprise's approach and support structure when recruiting advisors to our financial institutional partners.
- Serve as a subject matter expert on advisor recruitment for AFIG internal and external partners.
- Host candidates at our Experienced Advisor Recruit VIP open houses.
- Travel to financial institution partner locations to conduct recruiting presentations to bank and credit union executives.
- Assist transitioning institutions with advisor recruiting strategies.
- Support economic deal structuring for new advisor candidates.
FINANCIAL ADVISOR
Ameriprise Financial
Roseville, Minnesota
07.2021 - 03.2024
- Assisted clients in identifying financial objectives and mitigating financial risks.
- Provided in-depth education on investment products, including managed accounts, annuities, and life insurance.
- Designed and presented comprehensive financial plans tailored to client goals.
- Conducted portfolio analyses to align investments with risk tolerance and financial timelines.
- Played a key role in branding and establishing a team practice identity.
- Streamlined pre and post-meeting processes for enhanced efficiency.
- Managed client interactions, ensuring prompt and effective responses.
REGIONAL SALES MANAGER
Ameriprise Financial - Advisor Business Development Group
Minneapolis, Minnesota
09.2019 - 07.2021
- Conducted one-on-one coaching sessions with financial advisors to enhance client acquisition strategies.
- Served as a resource for marketing and business development in the Northeast territory.
- Set and monitored client acquisition and net flow goals for advisors.
- Led accountability initiatives for advisors struggling to meet acquisition targets.
- Organized and facilitated client acquisition focus groups and onboarding programs.
- Provided training on Ameriprise-specific tools, resources, and processes.
- Tracked advisor activity and business growth using Salesforce.
- Delivered presentations at territory events on client experience tools.
CLIENT ENGAGEMENT MANAGER
Riversource Insurance
Minneapolis, Minnesota
10.2017 - 09.2019
- Provided alternative solutions to retain clients considering policy surrenders.
- Assisted Ameriprise advisors with external product knowledge and retention strategies.
- Managed an average of 200 open cases related to IRA transfers, 1035 exchanges, and surrenders.
- Educated clients on tax consequences and financial implications of policy surrenders.
- Partnered with advisors to ensure excellent client service.
- Handled over 40 client calls per day to facilitate insurance and annuity transactions.
OUTBOUND SALES ASSOCIATE
BB&T Investment Services
Charlotte, North Carolina
03.2014 - 10.2017
- Supported investment counselors with client outreach and retention efforts.
- Conducted 50+ daily calls to engage clients in investment and retirement planning.
- Collaborated with private and wealth advisors to develop client contact strategies.
- Coached sales associates on outreach techniques and verbiage.
- Helped generate $342,641 in revenue in 2016 and averaged 174 appointments per month in 2017.
- Collaborated with team members to create effective sales strategies.
- Utilized CRM software to track leads and manage customer interactions.
- Scheduled meetings with prospective clients to present investment opportunities.
CUSTOMER SERVICE AND SALES REPRESENTATIVE
Wells Fargo Bank
Matthews, North Carolina
10.2013 - 03.2014
- Delivered high-quality customer service to drive retention and support sales initiatives.
- Proactively identified client needs, offering tailored financial products and services.
- Managed teller line activities and provided leadership in daily banking operations.
- Coached tellers on objection handling and client transition strategies.
- Identified investment opportunities and referred clients to financial advisors.
- Resolved escalated client concerns while maintaining a positive banking experience.
TELLER
Wells Fargo
Charlotte, North Carolina
05.2012 - 10.2013
Education
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE
Charlotte, NCCENTRAL PIEDMONT COMMUNITY COLLEGE
Charlotte, NCSkills
- Recruitment strategy
- Client acquisition
- Economic deal structuring
- Financial planning expertise
- Negotiation skills
- Strong presentation skills
- Excellent research abilities
- Highly proficient in Microsoft Office
- Sales leadership
- Communication
Certification
- SERIES 6, 2016
- SERIES 7, 2017
- SERIES 66, 2017
- LIFE INSURANCE, 2018
Timeline
DIVISIONAL DIRECTOR - AFIG
Ameriprise Financial
03.2024 - Current
FINANCIAL ADVISOR
Ameriprise Financial
07.2021 - 03.2024
REGIONAL SALES MANAGER
Ameriprise Financial - Advisor Business Development Group
09.2019 - 07.2021
CLIENT ENGAGEMENT MANAGER
Riversource Insurance
10.2017 - 09.2019
OUTBOUND SALES ASSOCIATE
BB&T Investment Services
03.2014 - 10.2017
CUSTOMER SERVICE AND SALES REPRESENTATIVE
Wells Fargo Bank
10.2013 - 03.2014
TELLER
Wells Fargo
05.2012 - 10.2013
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE
CENTRAL PIEDMONT COMMUNITY COLLEGE