Regional Sales Director, Annuities

Posted 2 Days Ago
Be an Early Applicant
Minneapolis, MN, USA
In-Office
50K-50K Annually
Mid level
Fintech
The Role
Drives annuity sales growth across a designated territory by building advisor relationships, executing consultative sales strategies, developing territory plans, conducting presentations, and positioning annuity products. Partners with internal and external stakeholders, uses CRM and business intelligence tools to identify opportunities, monitors industry and regulatory trends, maintains compliance, and travels as needed to support advisor engagement and sales objectives.
Summary Generated by Built In

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

As a Regional Sales Director, Annuities, you will play a critical role in driving annuity sales growth and deepening advisor engagement across a designated territory. Working closely with a Regional Vice President, you will influence business outcomes through consultative sales strategies, relationship management, and deep product expertise. This role offers visibility, impact, and opportunities to shape advisor success while helping clients pursue their financial goals. You will join a high-performing team focused on growth, partnership, and delivering exceptional value to advisors.

Responsibilities

  • Drive annuity sales growth by developing, maintaining, and expanding relationships with new and existing financial advisors using a consultative sales approach.
  • Partner with the Regional Vice President to create territory business plans, manage advisor engagement strategies, and achieve regional sales objectives.
  • Conduct proactive outbound sales calls, convert inbound inquiries into sales opportunities, and participate in virtual and in-person advisor meetings and presentations.
  • Build and maintain productive relationships with internal stakeholders, distribution partners, and external business partners to support business growth.
  • Demonstrate expertise in the RiverSource annuity product portfolio and position solutions that address advisor and client needs.
  • Leverage customer relationship management tools, proprietary systems, business intelligence, and sales reports to identify opportunities and enhance territory performance.
  • Monitor industry trends, competitive developments, and regulatory changes, communicating insights to advisors and business partners.
  • Manage workload priorities, maintain compliance requirements, and travel as needed to support territory sales activities and advisor events.

The preferred location for this role is Minneapolis; however, remote work may be considered for qualified candidates outside of the Minneapolis area.

Required Qualifications

  • 3 to 5 years of relevant professional experience, including financial services, financial sales, or financial wholesaling experience; 3+ years of industry experience is preferred

  • Bachelor's degree or equivalent combination of education and experience

  • Active Series 6 or Series 7 license required

  • Active Series 63 or Series 66 registration required or ability to obtain within 90 days of hire

  • Life and Health insurance licenses required

Preferred Qualifications

  • Professional designations such as Fellow, Life Management Institute (FLU), Certified Financial Planner (CFP), Chartered Mutual Fund Counselor (CMFC), or Chartered Retirement Plans Specialist (CRPS) are preferred

  • Demonstrated knowledge of annuity products, advisor distribution channels, consultative sales practices, and territory management

  • Strong communication, presentation, influencing, relationship-building, and organizational skills with the ability to manage multiple priorities and achieve sales goals.

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

Base Salary Range The estimated base salary for this role is $50,000 / year. 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

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.

Skills Required

  • 3 to 5 years of relevant professional experience in financial services, financial sales, or financial wholesaling
  • Bachelor's degree or equivalent combination of education and experience
  • Active Series 6 or Series 7 license
  • Active Series 63 or Series 66 registration, or ability to obtain within 90 days of hire
  • Life and Health insurance licenses
  • Fellow, Life Management Institute (FLU), Certified Financial Planner (CFP), Chartered Mutual Fund Counselor (CMFC), or Chartered Retirement Plans Specialist (CRPS) designation
  • Knowledge of annuity products, advisor distribution channels, consultative sales practices, and territory management
  • Strong communication, presentation, influencing, relationship-building, and organizational skills
  • Ability to manage multiple priorities and achieve sales goals

Ameriprise Financial Services, LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.

  • Retirement Support Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
  • Strong & Reliable Incentives Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
  • Flexible Benefits Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.

Ameriprise Financial Services, LLC Insights

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The Company
HQ: Minneapolis, MN
16,649 Employees
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.

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