Note: The job is a remote job and is open to candidates in USA. Ameriprise Financial Services, LLC is seeking to expand their Annuity National Sales Desk team. The role involves promoting RiverSource annuity products to Ameriprise Financial advisors, primarily through inbound calls, while also engaging in proactive outreach to match clients' needs with suitable solutions.
Responsibilities
- Learn and become an expert in RiverSource annuity products and strategies. Build and maintain relationships with the wholesaling team. Engage with Ameriprise advisors to learn how RiverSource annuity solutions fit into the financial planning process
- Answer calls via an inbound phone queue. Answer questions about our product line up. Use effective questioning to match our product solutions to client’s retirement and legacy needs. Run illustrations and product proposals and teach advisors how to use these tools to present our solutions to their clients. Follow up as needed to assist in closing the business and finding new opportunities
- Partner with wholesaling teams to identify proactive callout opportunities and determine desired outcomes. Examples include driving event attendance, notifying advisors of updated licensing requirements, and other ways to assist wholesaling teams
- Pass all required exams and keep current on all FINRA and state insurance training and CE requirements
Skills
- Bachelor's degree or equivalent work experience
- Active Series 6
- State Securities agent registrations (Series 63)
- Life and Health Insurance License
- If licenses are not actively held, they must be obtained within 120 days of start date. If multiple exams are required, will be done consecutively with an additional 90-day window after successfully passing each exam)
- Ability to build strong relationships
- Excellent communication and influencing skills
- Knowledge of insurance and annuity products
- Experience in the financial services industry, financial sales, or financial wholesaling
- Ability to work on a sales and results driven team
- Effective presentation skills
Benefits
- Vacation time
- Sick time
- 401(k)
- Health, dental and life insurances
Company Overview
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. It was founded in 1990, and is headquartered in Vancouver, Washington, USA, with a workforce of 5001-10000 employees. Its website is https://www.kpsinc.net.
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