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Annuity Regional Sales Director - Internal Wholesaler

Employer
Ameriprise Financial, Inc.
Location
Minneapolis, USA
Salary
Competitive
Closing date
Jun 11, 2023

View more

Job Function
Marketing and Public Relations
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
At RiverSource, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client's lives financially, we invite you to take your career to the next level by applying to join our team today!

As a Regional Sales Director (internal wholesaler), you will work alongside an external wholesaler (Regional Vice President) to increase RiverSource Annuity product sales through the Ameriprise Financial Advisors channel. The RiverSource internal wholesaler is a sales professional with strong relationship building skills, product knowledge and sales experience. 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. Other RSDs like this role because it allows them to work in a collaborative, team-based environment where they engage with clients and colleagues and have meaningful career path.

Responsibilities

  • 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 years of experience
  • Series 6
  • Series 63
  • Resident State Insurance Licenses (Variable Health & Life)
  • If licenses are lapsed candidate must be able to obtain within 90 days
  • 3-5 years of experience
  • 1-3 years' experience in financial services industry, financial sales or financial wholesaling
  • Proven ability to build strong relationships
  • Sales experience
  • 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

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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