National Sales Associate - Annuities

Posted 2 Days Ago
Be an Early Applicant
Headquarters, AZ
Junior
Fintech
The Role
As a National Sales Associate at RiverSource, you'll promote annuity products to Ameriprise Financial advisors through inbound and selective outbound calls. Your role involves matching product solutions to client needs, providing product information, and assisting in closing sales. You'll also engage with the wholesaling team and maintain expertise in annuity strategies, all while studying for required industry exams.
Summary Generated by Built In

As a RiverSource Annuity National Sales Associate, you will promote 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.
At RiverSource, we take pride in providing a personalized experience every step of the way. If you are looking for a team-oriented environment where you can form lasting relationships and have a positive impact on our client's goals, retirement, and legacy, we invite you to apply to join our team.
If you are located close to our Minneapolis Headquarters, hybrid flexibility is offered (three days in office). Remote work is considered for qualified candidates.
Applicants must be willing to keep business hours in the Central time zone (CST) supporting advisors in the Texas, Louisiana, and New Mexico area.

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
  • 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).
  • State Securities agent registrations (Series 63 or Series 66), (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).
  • State Life and Health Insurance license, (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).
  • 1-3 years' experience in financial services industry, financial sales, or financial wholesaling 
  • Ability to work on a team and in a sales/results-oriented environment
  • Ability to build strong relationships 
  • Excellent communication and influencing skills 
  • Effective presentation skills 

Preferred Qualifications

  • Series 7
  • Knowledge of annuity products
  • Sales experience, preferably in financial industry

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.

Base Pay Salary

49,000

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

The Company
Minneapolis, MN
16,649 Employees
On-site Workplace
Year Founded: 1894

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.

Similar Jobs

Dynatrace Logo Dynatrace

Enterprise Expansion Account Executive (Remote, Arizona)

Artificial Intelligence • Big Data • Cloud • Information Technology • Software • Big Data Analytics • Automation
Remote
Hybrid
Phoenix, AZ, USA
4700 Employees
120K-150K Annually

Leaf Home Logo Leaf Home

LeafFilter - Territory Sales Representative - Phoenix

Events • Other • Professional Services • Real Estate • Retail • Design • Manufacturing
Phoenix, AZ, USA
4058 Employees
50K-100K Annually

Leaf Home Logo Leaf Home

LeafFilter - Territory Sales Representative - Phoenix (Flagstaff)

Events • Other • Professional Services • Real Estate • Retail • Design • Manufacturing
Flagstaff, AZ, USA
4058 Employees
50K-100K Annually

Arrow Electronics, Inc. Logo Arrow Electronics, Inc.

Account Manager

Cloud • Enterprise Web • Hardware • Information Technology • Internet of Things • Robotics • Semiconductor
Phoenix, AZ, USA
22000 Employees
89K-180K Annually

Similar Companies Hiring

MyBambu Thumbnail
Social Impact • Payments • Other • Mobile • Fintech • Financial Services • App development
West Palm Beach, Florida
120 Employees
Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account