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
49,000Ameriprise 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 timeExempt/Non-Exempt
ExemptJob Family Group
SalesLine of Business
RSA Annuities