The RiverSource Regional Sales Director (internal wholesaler) will work alongside an external wholesaler (Regional Vice President) and Regional Sales Consultant (RSC) to increase annuity sales through the Ameriprise Financial Advisor Channel. The RSD is a sales professional with positive relationship building skills, product knowledge and sales experience. They will perform as part of a team which includes wholesaling partners, with a primary responsibility of driving RiverSource Annuity product sales. To be most successful in this role, you will be personable, meticulous 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 will be following our hybrid schedule (three days in office) in our Minneapolis, MN or Charlotte, NC offices. Remote work is considered for qualified candidates.
Key Responsibilities
- Drive sales by developing, maintaining, and deepening relationships with new and existing financial advisors; influence Financial Advisor's choices using a consultative sales process and other performance improvement systems (ex. SPIN Questions, Quality Sales Call, etc.)
- Partner with RVP to develop a business plan, support a territory, and strive towards regional goals and objectives
- Maintain and demonstrate 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 manage relationships with internal and external business partners
- Prioritize and run 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 registration (Series 63 or Series 66)
- State Life and Health Insurance licenses
- 3 to 5 years of demonstrated experience
- 1-3 years' proven 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' proven 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. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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
50,000
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