What are the responsibilities and job description for the Regional Sales Consultant - Annuities position at RiverSource?
Accountable for driving RiverSource Annuity product sales through the Ameriprise Financial channel. Develop strong relationships with advisors and provide product solutions to clients. Work in partnership with the Regional Vice President (RVP) and the Regional Sales Director (RSD) to create a territory strategy that creates role clarity and achieves territory goals. Activities include: proactive outbound sales calls, inbound sales calls, webinars and occasional large and small group sales presentations, in addition to specified travel loops, all of which will result in increased sales in their respective territory.
Territory covered: MN, Wisconsin, Iowa, MI, and IL
Key Responsibilities
Drive sales by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems (ex. Territory Analysis Program (TAP), Quality Sales Call, etc.). Partner with RVP and RSD to creaete a model of accountability and defined roles to maximize efficency covering the territory.
Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.). Prioritize and manage daily, weekly, and monthly workload.
Travel within territory to conduct one-on-one Ameriprise Financial Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training.
Research and communicate industry changes and trends that may impact company or product positioning, with both internal and external customers.
Complete required coursework in order to maintain compliance with state and federal regulations and licenses. Support corporate initiatives by maintaining knowledge base about key Ameriprise initiatives and assisting in their implementation.
5 years of successful training or direct selling experience with proven ability to establish rapport and credibility quickly.
5 years of industry experience in insurance and financial markets or financial planning.
Ability to travel up to 25%
Demonstrated ability working with consultative sales process.
Upon hire, obtain Territory States Securities & Territory Insurance License (Health, Life & Variable).
Required Qualifications
Bachelor's degree or equivalent
Series 6
State securities agent registrations (Series 63 or Series 66)
Life and Health Licenses or able to obtain within 90-days of hire.
3 to 5 years relevant Experience
1-3 years’ experience in financial services industry, financial sales or financial wholesaling
Excellent communication and influencing skills
Effective presentation skills
Preferred Qualifications
FLU, CFP, CMFC, CRPS
3 years’ experience in financial services industry, financial sales or financial wholesaling
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding 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 businesses - Ameriprise Financial, 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.
Base Pay Salary
60,000
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
RSA Annuities
Territory covered: MN, Wisconsin, Iowa, MI, and IL
Key Responsibilities
Drive sales by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems (ex. Territory Analysis Program (TAP), Quality Sales Call, etc.). Partner with RVP and RSD to creaete a model of accountability and defined roles to maximize efficency covering the territory.
Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.). Prioritize and manage daily, weekly, and monthly workload.
Travel within territory to conduct one-on-one Ameriprise Financial Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training.
Research and communicate industry changes and trends that may impact company or product positioning, with both internal and external customers.
Complete required coursework in order to maintain compliance with state and federal regulations and licenses. Support corporate initiatives by maintaining knowledge base about key Ameriprise initiatives and assisting in their implementation.
5 years of successful training or direct selling experience with proven ability to establish rapport and credibility quickly.
5 years of industry experience in insurance and financial markets or financial planning.
Ability to travel up to 25%
Demonstrated ability working with consultative sales process.
Upon hire, obtain Territory States Securities & Territory Insurance License (Health, Life & Variable).
Required Qualifications
Bachelor's degree or equivalent
Series 6
State securities agent registrations (Series 63 or Series 66)
Life and Health Licenses or able to obtain within 90-days of hire.
3 to 5 years relevant Experience
1-3 years’ experience in financial services industry, financial sales or financial wholesaling
Excellent communication and influencing skills
Effective presentation skills
Preferred Qualifications
FLU, CFP, CMFC, CRPS
3 years’ experience in financial services industry, financial sales or financial wholesaling
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding 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 businesses - Ameriprise Financial, 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.
Base Pay Salary
60,000
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
RSA Annuities
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