The client engagement manager will work with clients through the RiverSource distribution channels. Ensuring clients are fully educated on their current product and product benefits, features, and considerations that may be unique to their current RiverSource contract.
Key Responsibilities
- Take inbound/outbound calls from clients requesting to cash surrender their annuity, life insurance, and/or disability contract.
- Review information from multiple sources/systems to fully understand the client's current contract features, as well as contract features of third party providers.
- Educate the client on the impacts of surrendering their RiverSource contracts, including surrender fees and product benefits and features that may be unique to their current product.
- Educate clients on product features of the RiverSource product and any relevant information on third party products.
- Work with other areas of the organization, including claims, to ensure that the clients are provided excellent level of service through the transaction to move or retain their accounts.
Required Qualifications
- High School or equivalent
- Series 6 (if not actively held, ability to obtain within 90 days of hire. If multiple exams are required, an additional 90-days will be added after successfully passing each exam).
- Life Insurance license or ability to obtain within 90 days of hire
- 3 - 5 year's relevant experience
- 1 - 3 yrs. direct sales experience (preferably by phone)
- Proven customer service ability
- Excellent time management skills
Preferred Qualifications
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.
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
Client Service
Line of Business
RSA Annuities
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.
We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Learn how you can build your career at Ameriprise Financial.
*Ameriprise Financial Q2 2020 Statistical Supplement
All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.
By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
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