Regional Sales Director - Annuity

Ameriprise Financial, Inc.
Minneapolis, USA
Nov 15, 2022
Dec 13, 2022
Industry Sector
Finance - General
Employment Type
Full Time
The RiverSource Regional Sales Director (internal wholesaler) will work alongside an external wholesaler (Regional Vice President) to increase annuity sales through the Ameriprise Financial Advisor Channel. The RSD is a sales professional with strong relationship building skills, product knowledge and sales experience. They will perform as part of a team which includes a wholesaling partner, with a primary responsibility of driving RiverSource Annuity product sales. To be most successful in this role, you will be personable, detail-oriented and motivated by achieving and exceeding sales goals. Day to day you can expect to make proactive outbound sales calls, take inbound sales calls, participate in virtual meetings and occasional large and small group sales presentations all of which will result in increased sales in their respective territory.

This position is located in Minneapolis and offers a hybrid schedule (three days in office).


  • Drive sales by developing, maintaining, and deepening relationships with new and existing financial advisors; influence FA's choices using a consultative sales process and other performance improvement systems (ex. Fusion, Quality Sales Call, etc.)
  • Partner with RVP to develop a business plan, manage a territory, and drive to regional goals and objectives
  • Maintain and leverage a deep understanding of all accounts/distributors, including specific rules of engagement for distributors
  • Make proactive telephone calls to an assigned territory; Answer and convert inbound calls from the territory into additional opportunities to drive sales
  • Build and maintain relationships with internal and external business partners
  • Prioritize and manage daily, weekly, and monthly workload
  • Demonstrate an understanding of RiverSource's product portfolio features and benefits; Sells solutions provided by RiverSource products
  • Use software, including proprietary programs, to research FA business, log FA activity, and run hypothetical scenarios
  • Analyze reports to increase understanding of FA business and identify sales trends; leverage the information to prepare for outbound sales calls
  • 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 licensure
  • Travel to territory to conduct one-on-one FA meetings and/or to deliver group presentations

Required Qualifications

  • Bachelor's degree or equivalent
  • Series 6 or Series 7
  • State securities agent registrations (Series 63 or Series 66)
  • Life and Health Licenses
  • 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

  • 3+ years' experience in financial services industry, financial sales or financial wholesaling

About Our Company

RiverSource Annuities and Insurance is a part of the Ameriprise family of brands that provides our clients access to solutions that create a road map for their future. At RiverSource we embrace an inclusive and collaborative culture that allows us to help others achieve their goals by providing compelling product solutions. This includes insurance to prepare for and be protected during the unexpected, as well as annuities that will provide support through every stage of retirement planning such as asset accumulation, generating income, and leaving a legacy to loved ones or charity. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with RiverSource.

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.
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