Regional Sales Director - Annuities

Posted Yesterday
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Headquarters, AZ
3-5 Years Experience
Fintech
The Role
The Regional Sales Director will work with external wholesalers to enhance annuity sales via the Ameriprise Financial Advisor Channel. They will build relationships with financial advisors, make outbound sales calls, conduct presentations, and analyze reports to drive revenue growth within their territory.
Summary Generated by Built In

The RiverSource Regional Sales Director (internal wholesaler) will work alongside an external wholesaler (Regional Vice President) to increase annuity sales through the Ameriprise Financial Advisor Channel. The RSD is a sales professional with strong relationship building skills, product knowledge and sales experience. They will perform as part of a team which includes a wholesaling partner, with a primary responsibility of driving RiverSource Annuity product sales. To be most successful in this role, you will be personable, detail-oriented and motivated by achieving and exceeding sales goals. Day to day you can expect to make proactive outbound sales calls, take inbound sales calls, participate in virtual meetings and occasional large and small group sales presentations all of which will result in increased sales in their respective territory.
This position is located in Minneapolis and offers a hybrid schedule (three days in office).

Key Responsibilities

  • Drive sales by developing, maintaining, and deepening relationships with new and existing financial advisors; influence FA's choices using a consultative sales process and other performance improvement systems (ex. Fusion, Quality Sales Call, etc.) 
  • Partner with RVP to develop a business plan, manage a territory, and drive to regional goals and objectives 
  • Maintain and leverage a deep understanding of all accounts/distributors, including specific rules of engagement for distributors 
  • Make proactive telephone calls to an assigned territory; Answer and convert inbound calls from the territory into additional opportunities to drive sales 
  • Build and maintain relationships with internal and external business partners 
  • Prioritize and manage daily, weekly, and monthly workload 
  • Demonstrate an understanding of RiverSource's product portfolio features and benefits; Sells solutions provided by RiverSource products 
  • Use software, including proprietary programs, to research FA business, log FA activity, and run hypothetical scenarios 
  • Analyze reports to increase understanding of FA business and identify sales trends; leverage the information to prepare for outbound sales calls 
  • Research and communicate industry changes and trends that may impact company or product positioning, with both internal and external customers 
  • Complete required coursework in order to maintain compliance with state and federal regulations and licensure 
  • Travel to territory to conduct one-on-one FA meetings and/or to deliver group presentations 

Required Qualifications

  • Bachelor's degree or equivalent
  • Series 6
  • State securities agent registrations (Series 63 or Series 66)
  • Life and Health Licenses
  • 3 to 5 years relevant Experience
  • 1-3 years' experience in financial services industry, financial sales or financial wholesaling 
  • Excellent communication and influencing skills 
  • Effective presentation skills 

Preferred Qualifications

  • Series 7
  • FLU, CFP, CMFC, CRPS 
  • 3+ years' experience in financial services industry, financial sales or financial wholesaling 

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

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.

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