What are the responsibilities and job description for the National Sales Consultant - Annuities position at RiverSource?
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 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.
Job Description
Apply to join our Annuity National Sales Desk, a fast-paced and exciting group that serves as the foundation of the sales organization. Help advisors make informed recommendations, build your soft and hard skills, and build a reputation and momentum for a future on a team with strong upward mobility for high performers. This team is best for those with strong verbal communication skills, a passion for learning, and an interest in learning how to position annuities in the modern investment environment.
As an Annuity National Sales Associate, you will promote RiverSource annuity products with Ameriprise Financial advisors, primarily via an inbound phone queue. You will also make selective proactive outbound calls. Using discretion and judgment, through a quality sales call conversation, associates will match annuity product solutions to client's needs and goals. This is a first step into a career as a wholesaler.
Remote work considered for qualified, licensed candidates located outside of Twin Cities metro.
Key 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.
Required Qualifications
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
Preferred Qualifications
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
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated hourly rate for this role is $23.55 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
RSA Annuities
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 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.
Job Description
Apply to join our Annuity National Sales Desk, a fast-paced and exciting group that serves as the foundation of the sales organization. Help advisors make informed recommendations, build your soft and hard skills, and build a reputation and momentum for a future on a team with strong upward mobility for high performers. This team is best for those with strong verbal communication skills, a passion for learning, and an interest in learning how to position annuities in the modern investment environment.
As an Annuity National Sales Associate, you will promote RiverSource annuity products with Ameriprise Financial advisors, primarily via an inbound phone queue. You will also make selective proactive outbound calls. Using discretion and judgment, through a quality sales call conversation, associates will match annuity product solutions to client's needs and goals. This is a first step into a career as a wholesaler.
Remote work considered for qualified, licensed candidates located outside of Twin Cities metro.
Key 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.
Required Qualifications
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
Preferred Qualifications
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
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated hourly rate for this role is $23.55 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
RSA Annuities
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Salary : $24